Relationship Manager - Affluent_AFFLUENT-Relationship Manager_Kolkata

About the role

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.

What you'll do

• Be responsible for acquiring and managing high-net-worth individual (HNI) clients
• Be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management
• Work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction
• 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

What you need

• Cross-selling
• Portfolio management
• Sales
• Compliance