Relationship Manager - Affluent-AFFLUENT-Relationship Manager

The Relationship Manager role in the Affluent Priority segment of Business Banking focuses on acquiring and managing high-net-worth individual (HNI) clients. The role requires a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions. Responsibilities include client profiling, driving revenue growth, and enhancing client engagement through personalized service. The role is highly impactful and offers a dynamic career path within a premium customer segment.

Requirements

• Acquire new HNI clients and expand existing relationships through strategic sales planning and execution.
• 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 aligned with client goals.
• Maintain consistent client engagement through weekly/monthly calls and meetings.
• Resolve client queries and ensure satisfaction and loyalty.

Benefits

• Competitive salary
• Growth opportunities