Relationship Manager-Affluent_AFFLUENT_0411_1288_1095739
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 affluent, high-net-worth clients and look after their ongoing banking needs
- Recommend tailored options spanning deposits, lending and investment products
- Review client portfolios on a regular basis and uncover opportunities to broaden product use
- Work with internal teams to provide smooth service while meeting compliance expectations
- Plan client engagement activities to build stronger relationships and increase wallet share
What you bring
- Strong financial judgment and an ability to understand what each client needs
- Experience in sales, relationship management and providing financial guidance
Who this fits
This Mumbai-based role suits someone focused on affluent clients, combining relationship management with sales and advisory work. You’ll manage client relationships and portfolios.
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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