Job Overview
Responsible for acquiring and managing HNI and affluent client relationships while driving the bank’s overall business growth. Understand clients’ financial goals and provide personalized financial advice and solutions, including investment strategies, wealth management, and banking services.
Job Description:
1.Build and nurture long-term relationships with HNI and affluent clients. Drive CASA, investments, insurance, loans, and other banking products to achieve business and revenue targets.
2.Develop and grow a strong client portfolio through referrals, networking, market outreach, and proactive business development initiatives.
3.Ensure excellent customer service by delivering a high-quality, compliant, and client-centric banking experience while maintaining strong client engagement and satisfaction.
4.Identify and capitalize on new business opportunities through referrals, networking, cross-selling, market penetration, and effective client acquisition strategies.
5.Understand clients’ financial needs, goals, and risk profiles to provide personalized financial and investment solutions aligned with their requirements.
6.Maintain accurate records and documentation of client interactions and transactions, ensuring data integrity, confidentiality, and compliance with applicable regulatory and internal policies.
Candidates with 3–5 years of experience in relationship management or a similar role, preferably in the banking or financial services industry. Strong knowledge of financial products, investment strategies, wealth management concepts, and client relationship management is preferred. Excellent communication, interpersonal, networking, and business development skills are essential.