Relationship Manager - Affluent_AFFLUENT-Relationship Manager_Visakhapatnam
Hcbt Open On-site Visakhapatnam Full-time Manager Account Management
At a glance
Manager-level Account Management role at Hcbt. Visakhapatnam · full-time.
Pay not stated Account Management salary
RoleAccount Management
SeniorityManager
LocationVisakhapatnam
WorkplaceOn-site
EmploymentFull-time
PostedNov 7, 2026
Role brief
growthroles summary, based on the employer's posting.
What you'll do
- Bring in HNI clients and grow current accounts through planned sales activity
- Profile clients’ finances, then recommend suitable banking and investment options
- Review portfolios, present investments tied to client goals, and spot cross-sell opportunities
- Keep in touch through regular calls and meetings, and resolve queries within set turnaround times
- Coordinate onboarding and service with internal teams, while supporting client events and policy compliance
What you bring
- You can acquire and manage high-net-worth clients through relationship-led sales
- You can assess financial needs and recommend solutions across liabilities, assets and investment products
Who this fits
This on-site role in Visakhapatnam suits someone combining client advisory, relationship management and sales. You’ll manage affluent clients and work with internal teams on onboarding and service delivery.
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.
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