Scope of the Role
We are looking for an Relationship Manager to manage and grow relationships with high-value and affluent customers. The role focuses on customer acquisition, portfolio management, investment and banking solutions, and delivering a premium banking experience.
Job Description
Manage and develop relationships with affluent and high-net-worth customers. Acquire new customers through references, market visits, networking, and lead generation. Understand customers' financial goals, investment needs, and banking requirements. Offer customized solutions across Savings/Current Accounts, Term Deposits, Mutual Funds, Insurance, Loans, Demat, and Investment Products. Achieve assigned CASA, AUM, revenue, acquisition, and cross-sell targets. Grow the existing customer portfolio through effective cross-selling and up-selling. Maintain regular engagement with customers and provide personalized financial solutions. Identify opportunities to increase customer wallet share and portfolio value. Build strong relationships with customers, prospects, and internal stakeholders. Coordinate with product specialists and internal teams to provide suitable investment and banking solutions. Ensure timely resolution of customer queries and provide high-quality after-sales service. Ensure compliance with KYC, regulatory, risk, and internal banking guidelines. Monitor portfolio performance and proactively engage with customers for retention and business growth.
Ideal Candidates
Looking for candidates with
2–5 years of experience in Retail Banking, Wealth Management, Affluent Banking, or Relationship Management. Candidates with experience handling HNI/Affluent customer portfolios will be preferred. Strong knowledge of banking, investment, and financial products.