Affluent Relationship Manager

Netfolks Consulting; Dehradun; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Netfolks Consulting is seeking an Affluent Relationship Manager to manage and grow relationships with high-net-worth customers. The role focuses on understanding financial needs and recommending banking and financial solutions, while driving deposits, investments, loans and insurance sales.

Ideal candidates have prior banking experience, strong relationship management and a target-driven approach. Excellent communication and negotiation skills are essential for success in this role.

Qualifications

• Prior banking experience is mandatory.
• Experience in Relationship Management, Affluent Banking, Priority Banking, Wealth Management or Retail Banking will be preferred.
• Strong sales and business development skills.
• Excellent communication, interpersonal and negotiation skills.
• Ability to manage a high-value customer portfolio.
• Strong customer-service orientation with a target-driven approach.
• Graduate/Postgraduate qualification from a recognized institution.

Responsibilities

• Manage and strengthen relationships with affluent and high-value customers.
• Acquire new customers and generate business through referrals, networking and market outreach.
• Understand customers’ financial needs and recommend suitable banking and financial products.
• Drive sales of deposits, investments, insurance, loans, credit cards and other banking products.
• Achieve assigned revenue, portfolio growth and customer acquisition targets.
• Maintain regular contact with key customers and provide high-quality service.
• Identify cross-selling and upselling opportunities within the existing customer portfolio.
• Ensure compliance with bank policies, KYC requirements and regulatory guidelines.
• Coordinate with internal teams to ensure smooth processing and resolution of customer requirements.
• Monitor portfolio performance and maintain strong customer retention.

Skills

Relationship Management

Sales & Business Development

Communication

Negotiation

Customer Service

Portfolio Management

KYC Compliance

Education

Graduate or Postgraduate Degree

Job description

Job Description:

We are looking for an experienced and result-oriented Affluent Relationship Manager to manage and grow relationships with high-net-worth and affluent customers. The ideal candidate should have strong banking experience, excellent relationship management skills, and a proven ability to drive business through existing and new clients.

Key Responsibilities

• Manage and strengthen relationships with affluent and high-value customers.
• Acquire new customers and generate business through referrals, networking and market outreach.
• Understand customers’ financial needs and recommend suitable banking and financial products.
• Drive sales of deposits, investments, insurance, loans, credit cards and other banking products.
• Achieve assigned revenue, portfolio growth and customer acquisition targets.
• Maintain regular contact with key customers and provide high-quality service.
• Identify cross-selling and upselling opportunities within the existing customer portfolio.
• Ensure compliance with bank policies, KYC requirements and regulatory guidelines.
• Coordinate with internal teams to ensure smooth processing and resolution of customer requirements.
• Monitor portfolio performance and maintain strong customer retention.

Candidate Requirements

• Prior banking experience is mandatory.
• Experience in Relationship Management, Affluent Banking, Priority Banking, Wealth Management or Retail Banking will be preferred.
• Strong sales and business development skills.
• Excellent communication, interpersonal and negotiation skills.
• Ability to manage a high-value customer portfolio.
• Strong customer-service orientation with a target-driven approach.
• Graduate/Postgraduate qualification from a recognized institution.

Requirements: