Job Overview
Job Description:
1. Develop and manage strong relationships with HNI / Affluent customers, understanding their financial needs and providing customized banking and investment solutions.
2. Acquire new high-value customers through market visits, networking, referrals, lead generation, cold calling, and other business development initiatives.
3. Manage and deepen the existing customer portfolio by identifying opportunities for cross-selling and up-selling of liability, asset, investment, insurance, and other financial products.
4. Drive customer engagement and ensure a high level of customer satisfaction, service quality, and relationship retention.
5. Identify customers' financial goals and offer appropriate solutions across deposits, investments, loans, insurance, cards, and other wealth-related products.
6. Generate business through effective portfolio management while ensuring achievement of sales, revenue, acquisition, and product penetration targets.
7. Build strong connections with HNI/Affluent customers and maintain regular engagement to increase customer wallet share and overall relationship value.
8. Coordinate with internal teams and product specialists to provide seamless access to various financial products and services.
9. Organize and participate in customer engagement activities, market visits, referral programs, and special sales initiatives to generate new business.
10. Maintain accurate customer records, track leads and opportunities, and ensure timely resolution of customer queries and complaints.
Candidate Profile:
- 4–10 years of experience in Relationship Management / Affluent Banking / Wealth Management / Retail Banking. - Candidates from banks, wealth management firms, securities/broking, or financial services will be considered. - Strong experience in managing Affluent / HNI customer portfolios will be preferred. - Should have proven experience in customer acquisition, portfolio handling, cross-selling, and business development. - Strong communication, networking, and relationship-building skills. - Local candidates preferred.