Overview
– Relationship Manager , Handling Affluent(HNI/UHNI) customers.
– Wealth Banking Knowledge ( Mutual Funds , Insurance , SIP’s, AIF, family wealth mgmt., Private banking RMs)
– Portfolio/AUM Size 100 crores & above
– Excellent Interpersonal skills ( Communication, Negotiation, and convincing skills , Outspoken and good at explaining banking products)
– Good at financial planning Advisory
– Well groomed, Excellent communication Skills
Location : Noida, Gurgaon, Delhi.
Exp. 3 Years relevant in (Wealth and Liabilities Products)
Role Summary:
– The Affluent Relationship Manager is responsible for managing a portfolio of High Net Worth (HNW) clients, ensuring superior service delivery, and offering tailored investment and banking solutions.
– The goal is to deepen wallet share, increase Assets Under Management (AUM), and deliver a high-quality client experience.
Key Responsibilities:
– Acquire and manage relationships of affluent/HNI clients.
– Grow portfolio size by cross-selling wealth, investment, and insurance products (MFs, bonds, PMS, AIFs, FDs, SIPs, life/general insurance).
– Conduct regular portfolio reviews and financial planning for clients.
– Monitor client satisfaction and maintain strong long-term relationships.
– Ensure adherence to internal & external compliance guidelines.
– Coordinate with product teams to create personalized client solutions.
– Drive monthly/quarterly revenue and AUM targets.
– Leverage CRM and data analytics to track client behavior and opportunities.
Key Skills Required:
– Strong knowledge of investment and wealth products.
– Understanding of banking operations, compliance, and regulatory guidelines.
– Excellent communication, interpersonal, and presentation skills.
– Customer-centric approach and proactive problem solving.
– Certifications like NISM VA, IRDA preferred.
– Ability to manage high-value clients and portfolios.