Job Overview
The role involves managing and growing relationships with a select portfolio of High Net Worth (HNW) customers by providing personalized banking and financial solutions. The RM will be responsible for deepening existing relationships, acquiring new customers, and driving growth across liabilities, commercial assets, investment products and other banking solutions. The role also involves coordinating with internal product specialists and group entities to deliver a seamless customer experience while ensuring strong service standards and compliance.
1) Manage and deepen relationships with a portfolio of HNW / affluent customers, understanding their financial needs and delivering customized banking solutions.
2) Drive customer acquisition, portfolio growth and revenue generation through liabilities, investments, insurance, cards, loans and other financial products.
3) Identify opportunities for cross-sell and up-sell across the bank’s product suite and strengthen overall customer wallet share.
4) Develop new customer relationships through references, market networking and targeted acquisition initiatives.
5) Collaborate with product specialists and internal teams to provide holistic financial solutions and seamless customer service.
6) Ensure strong portfolio management, regular customer engagement, compliance adherence and achievement of assigned business targets.
3–8 years of experience in Relationship Management within Banking, Wealth Management or Financial Services.Candidates with experience managing Affluent / HNW customer portfolios will be preferred.Strong exposure to CASA, investments, insurance, loans and cross-selling of financial products.Proven ability to acquire new customers and build long-term, revenue-generating relationships. Strong communication, relationship-building and networking skills with a customer-centric approach.