Job Role: Relationship Manager – HNI

Experience: 4 to 6 Years

Location: Mumbai

Relevant Experience

4–6+ years of experience in Relationship Management, Key Account Management, Wealth Management, Premium Banking, or similar roles

Roles & Responsibilities

• Build and maintain strong, trusted relationships with a defined set of HNI users

• Act as the single point of contact for assigned HNI users and proactively engage with them

• Understand users’ trading behaviour, needs, concerns, and expectations to provide personalised support

• Proactively communicate new products, features, important updates, and platform developments

• Keep users informed about critical events such as system downtimes, maintenance, or service disruptions

• Own HNI issues and coordinate with internal teams to ensure timely resolution and closure

• Conduct regular calls and in-person connects to strengthen relationships and understand user feedback

• Identify early signs of disengagement and work proactively to strengthen user retention and engagement

• Capture and share actionable

Required Skills

• Strong experience managing HNI / premium customers or strategic accounts

• Excellent communication, interpersonal, and relationship-building skills

• Strong ownership and ability to coordinate effectively across teams

• High emotional intelligence and ability to build trust with senior/high-value customers

• Strong commercial understanding and ability to understand customer behaviour

• Fintech, financial services, trading, or crypto experience is a plus