Relationship Manager

Onboarding, Handling and Managing HNI / Ultra HNI clients.

Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.

Aiming for consistent growth of customer wallet share and book size.

Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.

Constantly review client portfolios and give a birds’ eye view.

Ability to work in partnership with Federal Bank and drive leads & AUM.

Service existing clients with the support of client servicing team

Adherence to all regulatory, statutory, and corporate compliance standards.