Relationship Manager - Affluent-AFFLUENT-Relationship Manager
On-site · Pune, Maharashtra, India
Job Summary
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 involves building long-term relationships, driving revenue growth, and enhancing client engagement through personalized service and strategic portfolio management. Key responsibilities include conducting regular portfolio reviews, identifying cross-sell opportunities, and organizing client engagement initiatives. Candidates should possess strong financial acumen and the ability to offer tailored banking solutions across liabilities, assets, and investment products.
Required Qualifications
- Deep understanding of client needs
- Strong financial acumen
- Ability to offer tailored banking solutions
- Experience in relationship management and advisory capabilities
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