Relationship Manager - Affluent-AFFLUENT-Relationship Manager
➢Manageand grow a portfolio of affluent clients, ensuring their financial needs are met.
➢Conduct in-depth needs analysis and provide tailored financial solutions.
➢Build and maintain strong relationships with clients, offering a personalized approach.
➢Stay updated on market trends and financial products to offer relevant advice.
➢Collaborate with product specialists and other teams to deliver comprehensive solutions.
➢Achieve sales targets and contribute to the regional sales strategy.
➢Conduct regular client reviews and provide periodic performance reports.
➢Ensure compliance with bank policies and regulations in all client interactions.
➢Participate in marketing and networking events to expand the client base.
➢Achieve business objectives for the area, meeting value, volume, and channel productivity targets
➢Bachelor's degree in Finance, Business, or a related field.
➢Minimum 3 years of experience in relationship management or sales, preferably in banking.
➢Strong knowledge of financial products and services, especially those catering to affluent clients.
➢Excellent communication and interpersonal skills, with a client-centric approach.
➢Ability to build trust and rapport with high-net-worth individuals.
➢Analytical mindset with problem-solving skills.
➢Proficiency in using CRM systems and MS Office.
➢Willingness to travel within the region for client meetings.
➢Fluency in English and regional languages is an advantage.
➢Strong work ethic and a results-driven attitude.
Graduation / Post Graduation