RM Platinum

Array Job Solutions

Key Points

Ajmer Road/Jaipur

3L-5L/Year

Male/Female

Job Description

Job Title: Relationship Manager – Platinum (HNI CASA Acquisition)

Location: Deoli

Function: Branch Banking

Role Purpose

To acquire and manage High Net-Worth Individual (HNI) clients by driving Platinum CASA acquisition, enhancing portfolio value, and delivering tailored wealth & banking solutions.

Key Responsibilities

Acquire HNI / Ultra-HNI clients for Platinum CASA (Current & Savings Accounts)
Build and manage a portfolio of affluent clients, ensuring high engagement and retention
Drive liability book growth through CASA balance and relationship deepening
Provide customized financial solutions aligned with client goals
Source clients via networking, referrals, local market mapping, and relationship channels
Deliver exceptional customer experience with a consultative approach
Ensure adherence to KYC, compliance, and regulatory standards

Key Requirements

Experience: 3–8 years in Branch Banking / Wealth / HNI Relationship Management
Strong track record in HNI CASA acquisition & portfolio management
Proven ability to source and convert affluent clients
Deep understanding of liability business

Preferred Profile

Background in Private Banking / Wealth Management / Premium Banking segments
Strong local network in Deoli / nearby markets
Candidates with AMFI / IRDA certifications preferred

Key Skills

HNI Client Acquisition
CASA & Liability Management
Wealth Cross-Selling
Relationship Building
Financial Advisory
Networking & Influence

KPIs / Success Metrics

HNI CASA acquisition (value & volume)
Portfolio AUM & Average Balance growth
Revenue from cross-sell (wealth products)
Client retention & relationship depth

Skill Preference

Sales Business Development CASA Liabilities Management Communication

Qualification:

Graduation

Working Days:

6 days per week

Experience:

1-3 Years

No. of openings:

Additional Requirements:

PAN Card Aadhar Card

RM Platinum

Key Points

Job Description

Job Title: Relationship Manager – Platinum (HNI CASA Acquisition)

Role Purpose

Key Responsibilities

Key Requirements

Preferred Profile

Key Skills

KPIs / Success Metrics

Skill Preference

Qualification:

Working Days:

Experience:

No. of openings:

Additional Requirements:

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