Affluent Relationship Manager

Suryoday Small Finance Bank

The Affluent Relationship Manager is responsible for acquiring, managing, and growing a portfolio of high-net-worth (HNI) clients. This role involves providing personalized financial solutions, building strong client relationships, and achieving business targets through cross-selling and upselling various banking products and services.

Key Responsibilities:

Client Acquisition: Identify and acquire new HNI clients through various channels, including referrals, networking, and market outreach activities.

Relationship Management: Build and maintain strong, long-term relationships with existing affluent clients, understanding their financial needs and objectives.

Financial Planning: Provide customized financial solutions to clients based on their individual needs, including investment advisory, wealth management, and portfolio diversification.

Product Knowledge: Possess in-depth knowledge of the bank's products and services, including deposits, loans, investments, insurance, and other wealth management offerings.

Cross-selling & Upselling: Proactively identify opportunities to cross-sell and up-sell relevant banking products and services to existing clients.

Portfolio Management: Monitor client portfolios, track performance, and provide regular updates and recommendations.

Compliance: Ensure adherence to all regulatory guidelines, compliance policies, and internal procedures.

Market Awareness: Stay updated on market trends, economic conditions, and competitor activities to identify new business opportunities.

Customer Service: Provide exceptional customer service and resolve client queries and issues promptly and efficiently.

Documentation: Maintain accurate client records and documentation.

Qualifications and Skills:

Bachelor's degree in Finance, Business Administration, or a related field. MBA or other relevant professional certifications (., CFP, Wealth Management certifications) are preferred.

Proven experience of [Number] years in relationship management

• Experience

  5 - 11 Years

• No. of Openings

  5

• Education

  M.B.A/PGDM

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office