Relationship Manager - Affluent

3 - 7 years

0 Lacs

Posted:3 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Relationship Manager in the Affluent Priority segment of Business Banking, your main role is to acquire and manage high-net-worth individual (HNI) clients. Your responsibilities include having a deep understanding of client needs, demonstrating strong financial acumen, and providing customized banking solutions covering liabilities, assets, and investment products. Your primary focus will be on establishing long-term relationships, driving revenue growth, and enhancing client engagement through personalized service and strategic portfolio management. Collaboration with internal stakeholders is crucial to ensure seamless service delivery while upholding high standards of compliance and customer satisfaction. Your duties also entail conducting regular portfolio reviews, spotting cross-sell opportunities, and coordinating client engagement activities to bolster relationships and increase wallet share. This position is a significant one that integrates sales, relationship management, and advisory skills, presenting a dynamic career trajectory within the bank's premium customer segment. - Acquiring and managing high-net-worth individual (HNI) clients - Understanding client needs and offering tailored banking solutions - Building long-term relationships and driving revenue growth - Collaborating with internal stakeholders for seamless service delivery and compliance - Conducting regular portfolio reviews and identifying cross-sell opportunities - Organizing client engagement initiatives to strengthen relationships and increase wallet share Qualifications Required: - Previous experience in relationship management or related field - Strong financial acumen and understanding of banking products - Excellent communication and interpersonal skills - Proven track record of revenue generation and client acquisition - Knowledge of compliance and regulatory requirements (Note: No additional details about the company were provided in the job description),

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