Relationship Manager - Affluent_AFFLUENT_0411_1752_1026186

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 16, 2026 · 2d ago

Role brief

growthroles summary, based on the employer's posting.

What you'll do

Bring in affluent HNI clients and grow current accounts through focused sales planning
Profile clients to understand their finances, then match them with banking and investment options
Review client portfolios regularly and suggest investments that fit their goals
Stay in touch through calls and meetings, resolve queries on time, and run client events
Work with internal teams on onboarding and service, while following bank policies and regulations

What you bring

You can acquire and manage high-net-worth clients through relationship-focused sales
You understand client financial needs and can recommend solutions across liabilities, assets and investments

Who this fits

This is an on-site role in Maharashtra, India, combining client sales, relationship management and financial advice. It suits someone comfortable managing affluent clients and building revenue through tailored banking solutions.

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.