Relationship Manager - Affluent-AFFLUENT-Relationship Manager

As an Affluent Priority Relationship Manager, you'll focus on acquiring and managing high-net-worth individuals (HNIs). This role involves tailoring banking solutions, building long-term relationships, driving revenue growth, and enhancing client engagement through strategic portfolio management. It requires a strong understanding of financial needs, excellent communication skills, and a dedication to client satisfaction.

Requirements

• Acquire new HNI clients and expand existing relationships.
• Conduct thorough client profiling and tailor solutions.
• Drive business across liabilities, assets, and fee-based products.
• Perform regular portfolio reviews and present investment options.
• Maintain consistent client engagement and resolution of queries.
• Collaborate with internal teams to ensure seamless service delivery.
• Organize sales initiatives and client events.

Benefits

• Dynamic career path