Designation: Affluent Relationship Manager- Household

Grade: DVP/ AVP

Location: Central & West Delhi

Industry: Banking

Education: Graduate/ MBA

CTC: Up to 24 LPA

Exp. Portfolio/ Relationship Management (100 Cr.) from banks/NBFCs.

Role Summary:

As an Affluent Relationship Manager, you will be the primary point of contact for our affluent client base, providing exceptional service and building long-lasting relationships. Your role involves understanding client needs, offering personalised financial advice, and delivering innovative solutions. You will collaborate with various teams to ensure a seamless client experience and drive business growth.

Responsibilities:

- Develop and execute strategic plans to acquire and retain affluent clients.
- Build and maintain strong relationships with clients, understanding their financial goals and objectives.
- Offer personalised financial advice and solutions, including investment strategies, wealth management, and banking services.
- Collaborate with product specialists and experts to provide comprehensive financial planning.
- Stay updated with market trends and industry developments to offer relevant and timely advice.
- Conduct regular client meetings, reviews, and portfolio rebalancing.
- Ensure compliance with regulatory requirements and internal policies.




- Cross-sell and up-sell bank products and services to existing clients.
- Identify and refer potential high-net-worth individuals to the bank's private banking division.
- Participate in networking events and industry conferences to expand the bank's network.

Qualifications

- Bachelor’s degree in finance, Business, or a related field.
- Minimum 5 years of experience in relationship management of premium HNI clients.
- Strong knowledge of investment products, wealth management, and banking services.
- Excellent communication and interpersonal skills, with a client-centric approach.
- Ability to build trust and rapport with high-net-worth individuals.
- Analytical skills to interpret financial data and market trends.
- Proficiency in using CRM systems and financial planning tools.
- Robust networking and relationship-building abilities.
- NISM/IRDA/AMFI certification will be an advantage.
- Ability to work independently and manage a diverse client portfolio.

Interested candidates, please submit your updated CV here: https://buff.ly/8UyhDr2.

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