Relationship Manager - Affluent-AFFLUENT-Relationship Manager

As a Relationship Manager, you will acquire and manage high-net-worth individual (HNI) clients, offering tailored banking solutions and building long-term relationships to drive revenue growth and enhance client engagement.

Requirements

• Acquire new HNI clients and expand existing relationships
• Conduct in-depth profiling of clients to understand their financial needs
• Drive business across liabilities, assets, and fee-based products
• Perform regular portfolio reviews and present investment options
• Maintain consistent client engagement
• Resolve client queries within defined turnaround times
• Collaborate with internal teams to ensure seamless service delivery and client onboarding
• Organize and participate in special sales initiatives, client events, and engagement activities
• Ensure strict adherence to bank policies and regulatory guidelines in all client interactions
• Continuously identify opportunities for cross-selling and upselling