Relationship Manager - Affluent_AFFLUENT-Relationship Manager_Chandigarh
Core
Acquire and manage high-net-worth individual (HNI) clients by offering tailored banking solutions across liabilities, assets, and investment products.
Role type
Affluent Relationship Manager
Builds
Banking products and services for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial acumen, client profiling, sales planning, portfolio management, cross-selling, regulatory compliance
Preferred skills
Strategic portfolio management, client engagement initiatives
Responsibilities
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 through weekly/monthly calls and meetings. Resolve client queries within defined turnaround times. Collaborate with internal teams for seamless service delivery. Organize and participate in special sales initiatives and client events. Ensure strict adherence to bank policies and regulatory guidelines. Continuously identify opportunities for cross-selling and upselling.