Relationship Manager - Affluent-AFFLUENT-Relationship Manager
At a glance
Mid-level Account Management role at Hcbt. Kochi · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Find and bring in high-net-worth clients, then manage their banking relationships
- Match clients with banking options across deposits, lending, and investment products
- Review client portfolios regularly and spot opportunities to offer additional products
- Plan client engagement activities and coordinate with internal teams on service and compliance
What you bring
- A strong grasp of financial matters to shape banking recommendations around client needs
- The ability to sell banking products while building lasting client relationships and advising clients
Who this fits
This role suits someone who combines client relationship management with sales and financial advice. It is an on-site, full-time role in Kochi.
From the employer
As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also involves conducting regular portfolio reviews, identifying cross-sell opportunities, and organizing client engagement initiatives to strengthen relationships and increase wallet share. This is a high-impact role that combines sales, relationship management, and advisory capabilities, offering a dynamic career path in the bank’s premium customer segment.
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