Affluent Relationship Manager - Bank

About Affluent Business:

Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points.

About the Role:

The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience

Key Responsibilities:

- Identify potential customers who can be sold tailored products to enhance product penetration

- Acquire new customers by converting referral leads

- Achieve targets as assigned by the organization on a monthly basis

- Record and track all engagement activities through the CRM system

- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

Qualifications:

Optimal qualification for success on the job is:

- Post graduation (Pref - Banking/finance/sales) from a recognized institute

- AMFI and NCFM certifications

Role Proficiencies:

- For successful execution of the job, the candidate should possess the following:

- Knowledge of banking products and services

- Ability to manage complex client situations

- Good communication (both verbal and written) skill in both English and the local language

- Ability to handle pressure and meet deadlines

- Good networking and relationship building skills