Job Overview
Relationship Managers are responsible for managing and developing relationships with Affluent, HNI and UHNI customers, while handling their banking and wealth management requirements across Branch Banking and Wealth Management.
Role Scope 1.Manage and grow a portfolio of Affluent / HNI customers. 2.Build strong customer relationships and understand their banking and investment requirements. 3.Handle CASA, liabilities, investments and wealth products. 4.Acquire new customers and deepen existing relationships through cross-sell and up-sell. 5.Drive AUM, revenue and product penetration within the assigned portfolio.
Requirements Experience in banking, branch banking, affluent banking or wealth management. Strong relationship management and sales skills. Good understanding of CASA, investments and wealth products. Ability to manage and grow an affluent/HNI customer portfolio. Strong communication and customer-handling skills.