Overview
Job Title : Relationship Manager – Affluent Channel
Department : Retail Banking
Location : Kalina, Mumbai
Reports to : Branch Manager/Cluster Head
Need candidates who are below 38 years.
Job Summary:
The Relationship Manager – Affluent Channel is responsible for acquiring and managing a portfolio of high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNWIs) within a defined geographic area. This role requires a strong understanding of wealth management principles, excellent client relationship management skills, and the ability to identify and capitalize on cross- selling opportunities.
Key Responsibilities:
– Acquire new HNI and UHNI clients through proactive business development activities, including networking, referrals, and client prospecting.
– Build and maintain strong relationships with existing clients, ensuring high levels of client satisfaction and loyalty.
– Understand client financial goals and objectives, and provide personalized wealth management solutions, including investment advisory, portfolio management, and financial planning.
– Cross-sell a wide range of banking products and services, such as loans, deposits, insurance, and investment products.
– Achieve and exceed sales targets and revenue goals as defined by the Bank.
– Stay abreast of market trends, regulatory changes, and competitive landscape.
– Maintain accurate and up-to-date client records in the Bank’s CRM system.
– Represent the Bank professionally at industry events and networking functions.
– Adhere to all Bank policies and procedures, including KYC/AML and risk management guidelines.
Qualifications & Experience:
– 5+ years of experience in wealth management, private banking, or a related field, with a proven track record of acquiring and managing HNI/UHNI clients.
– Strong understanding of wealth management principles, investment products, and financial markets.
– Excellent communication, interpersonal, and presentation skills.
– Strong sales and negotiation skills.