Relationship Manager - Affluent_AFFLUENT_0411_1405_1016547

Hcbt Open · verified Oct 18, 2026

On-site Maharashtra Full-time Manager Account Management

At a glance

Manager-level Account Management role at Hcbt. Maharashtra · full-time.

Pay not stated Account Management salary

RoleAccount Management

SeniorityManager

LocationMaharashtra

WorkplaceOn-site

EmploymentFull-time

PostedOct 14, 2026 · 4d ago

Role brief

growthroles summary, based on the employer's posting.

What you'll do

Win new high-net-worth clients and deepen existing ties through focused sales planning
Profile clients’ finances, then shape banking and investment recommendations around their needs
Grow liabilities, assets and fee-based business while looking for ways to expand each relationship
Review portfolios, discuss investment choices and maintain regular contact through calls and meetings
Resolve client questions promptly and coordinate onboarding with internal teams while following bank rules

What you bring

You bring strong financial judgment and can match banking solutions to individual client needs
You can combine sales, relationship management and advisory work while building lasting client connections

Who this fits

This is an onsite role in Maharashtra focused on affluent clients. It suits someone comfortable acquiring clients, managing portfolios and growing banking relationships.

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.