RB - Affluent Business : Relationship Manager

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 Skills

• Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients
• Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly
• Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets.
• Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.
• Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges.

Key Responsibilities :

Qualifications :

Optimal qualification for success on the job is :

Role Proficiencies :

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

Skills Required

Client Relationship Management, Communication, Financial Acumen