Relationship Manager-Affluent-Priority-Regional sales

About the role

As a Relationship Manager-Affluent, you will be the primary point of contact for a portfolio of affluent clients, building strong, long-lasting relationships. Your role is to understand their financial needs, provide expert advice, and offer customized solutions. You will collaborate with various teams to deliver an exceptional client experience and drive sales growth in the regional market.

What you'll do

• Be the primary point of contact for a portfolio of affluent clients, building strong, long-lasting relationships
• Collaborate with various teams to deliver an exceptional client experience and drive sales growth in the regional market
• Manage and grow a portfolio of affluent clients, ensuring their financial needs are met
• Conduct in-depth needs analysis and provide tailored financial solutions
• Build and maintain strong relationships with clients, offering a personalized approach

What you need

• 3–6 yrs of experience
• Sales
• CRM
• Target achievement
• MS Office
• Communication
• B.Com or BBA