Affluent Relationship Manager

Job description

Role & responsibilities • 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 and offer tailored solutions. • Drive business across liabilities, assets, and fee-based products to enhance relationship value and revenue. • 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 within defined turnaround times to ensure satisfaction and loyalty. • 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 to increase wallet share and client stickiness. Preferred candidate profile At least 2 years of experience managing HNI clients is required