Relationship Manager-Affluent_AFFLUENT_0411_1288_1095734
Hcbt Open · verified Oct 18, 2026 At a glance
Manager-level Account Management role at Hcbt. Mumbai · full-time.
Pay not stated Account Management salary
growthroles summary, based on the employer's posting.
What you'll do
- Acquire high-net-worth clients and look after their ongoing banking relationships
- Shape banking recommendations around client needs, spanning liabilities, assets and investment products
- Check portfolios with clients regularly and find relevant opportunities to introduce other products
- Arrange client engagement activities and work with internal teams to keep service delivery smooth
- Build revenue and client wallet share while upholding compliance and customer satisfaction
What you bring
- You bring strong financial judgment and can understand what affluent clients need from banking
- You can combine sales, relationship management and advisory work in serving premium banking clients
Who this fits
This Mumbai-based role suits you if you want to acquire affluent clients, advise on banking products and manage portfolios. It combines sales, relationship work and client service.
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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