Relationship Manager-Affluent-Priority-Regional sales
At a glance
Mid-level Account Management role at Hcbt. Mumbai · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Manage and expand a portfolio of affluent clients while serving as their main contact
- Assess client finances and recommend solutions tailored to their individual needs
- Coordinate with product specialists and internal teams to provide complete client solutions
- Meet sales goals, support regional sales plans, and join networking events to grow the client base
- Review client relationships regularly, share performance updates, and follow bank rules
What you bring
- A bachelor's degree in finance, business, or a related discipline
- At least three years in relationship management or sales, preferably within banking
- Strong understanding of financial products designed for affluent clients
- CRM and MS Office proficiency, plus strong communication and interpersonal abilities
Who this fits
You’ll suit a client-facing relationship manager role built around affluent and high-net-worth customers, sales results, trust building, and financial advice. You’ll work onsite in Mumbai and travel within the region for client meetings. English and regional-language fluency can strengthen your fit.
From the employer
As a Relationship Manager-Affluent, you will be the primary point of contact for a portfolio of affluent clients, building strong, long-lasting relationships. Your role is to understand their financial needs, provide expert advice, and offer customized solutions. You will collaborate with various teams to deliver an exceptional client experience and drive sales growth in the regional market.
- Manage and grow a portfolio of affluent clients, ensuring their financial needs are met.
- Conduct in-depth needs analysis and provide tailored financial solutions.
- Build and maintain strong relationships with clients, offering a personalized approach.
- Stay updated on market trends and financial products to offer relevant advice.
- Collaborate with product specialists and other teams to deliver comprehensive solutions.
- Achieve sales targets and contribute to the regional sales strategy.
- Conduct regular client reviews and provide periodic performance reports.
- Ensure compliance with bank policies and regulations in all client interactions.
- Participate in marketing and networking events to expand the client base.
- Bachelor's degree in Finance, Business, or a related field.
- Minimum 3 years of experience in relationship management or sales, preferably in banking.
- Strong knowledge of financial products and services, especially those catering to affluent clients.
- Excellent communication and interpersonal skills, with a client-centric approach.
- Ability to build trust and rapport with high-net-worth individuals.
- Analytical mindset with problem-solving skills.
- Proficiency in using CRM systems and MS Office.
- Willingness to travel within the region for client meetings.
- Fluency in English and regional languages is an advantage.
- Strong work ethic and a results-driven attitude.
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