Relationship Manager-Affluent_AFFLUENT_0411_1288_1095738
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
- Bring in high-net-worth clients and manage their banking relationships across liabilities, assets and investments
- Review client portfolios regularly, spot cross-sell openings and grow each relationship’s share of business
- Plan client engagement activities and provide tailored banking guidance to strengthen long-term relationships
- Coordinate with internal teams to deliver service smoothly while meeting compliance and customer satisfaction standards
What you bring
- You understand high-net-worth client needs and can match them with suitable banking and investment options
- You bring financial judgment and the ability to combine sales, relationship management and advisory work
Who this fits
This role suits someone who can acquire clients, manage portfolios and provide personalized banking advice. It is based in Mumbai and combines sales with relationship management.
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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