Affluent Relationship Manager

Netfolks Consulting Pvt. Ltd.; Dehradun; On-site; INR 600,000 - 900,000; Full time

Job summary

Netfolks Consulting Pvt. Ltd. is seeking an experienced Affluent Relationship Manager in India to manage and grow relationships with high-net-worth customers.

The role demands strong banking experience, relationship management skills and a track record of driving business through existing and new clients. The candidate should possess excellent communication, negotiation and sales abilities, with the capability to manage a high-value portfolio while ensuring compliance with KYC and regulatory

Qualifications

• Prior banking experience is mandatory.
• Experience in Relationship Management, Affluent Banking, Priority Banking, Wealth Management or Retail Banking 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 & BD

Communication

Negotiation

Customer Service

Education

Graduate/Postgraduate degree

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.