Relationship Manager-Affluent_AFFLUENT_0411_1288_1095735
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
- Find and manage affluent and high-net-worth clients, matching banking options to their needs across deposits, assets and investments
- Review client portfolios regularly, spot opportunities to offer additional products and grow each relationship’s share of business
- Build lasting client relationships through tailored service and organize activities that deepen engagement
- Coordinate with internal teams to deliver smooth service while meeting compliance and customer-satisfaction standards
What you bring
- Strong financial knowledge and the ability to recommend suitable banking and investment options
- Experience combining client relationship management, sales and advisory work
Who this fits
This role suits someone who can balance client advice with sales and ongoing portfolio management. It is based in Mumbai and serves the bank’s affluent priority segment.
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
Not this one either?
Claude or ChatGPT reads the other 91,603 for you.
Get better matches →
