Relationship Manager - Affluent_AFFLUENT-Area Head's Office_Noida

Hcbt Open · verified Oct 12, 2026

On-site Noida Full-time Manager Account Management

At a glance

Manager-level Account Management role at Hcbt. Noida · full-time.

Pay not stated

RoleAccount Management

SeniorityManager

LocationNoida

WorkplaceOn-site

EmploymentFull-time

PostedSep 28, 2026 · 2w ago

Role brief

growthroles summary, based on the employer's posting.

What you'll do

Bring in new HNI clients and grow current accounts through planned sales activity
Profile each client’s finances, then recommend banking and investment options suited to their goals
Grow liabilities, assets and fee-based business while spotting cross-sell and upsell opportunities
Review portfolios regularly and present investment choices that match client objectives
Stay in touch through calls and meetings, resolve queries on time, and coordinate onboarding and service with internal teams

What you bring

Strong financial knowledge to assess client needs and recommend suitable banking and investment options
Ability to acquire and manage high-net-worth clients while growing revenue across multiple product types

Who this fits

This suits a manager-level relationship role combining client acquisition, portfolio management, sales and financial guidance. The role is onsite in Noida.

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. Acquire new HNI clients and expand existing relationships through strategic sales planning and execution. Conduct in-depth profiling of clients to understand their financial needs and offer tailored solutions. Drive business across liabilities, assets, and fee-based products to enhance relationship value and revenue. Perform regular portfolio reviews and present investment options aligned with client goals. Maintain consistent client engagement through weekly/monthly calls and meetings. Resolve client queries within defined turnaround times to ensure satisfaction and loyalty. Collaborate with internal teams to ensure seamless service delivery and client onboarding. Organize and participate in special sales initiatives, client events, and engagement activities. Ensure strict adherence to bank policies and regulatory guidelines in all client interactions. Continuously identify opportunities for cross-selling and upselling to increase wallet share and client stickiness.