Suryoday Small Finance Bank Ltd

Chennai, Tamil Nadu

The Affluent Relationship Manager is responsible for acquiring, managing, and growing a portfolio of high-net-worth (HNI) clients. This role involves providing personalized financial solutions, building strong client relationships, and achieving business targets through cross-selling and upselling various banking products and services.Key Responsibilities:Client Acquisition: Identify and acquire new HNI clients through various channels, including referrals, networking, and market outreach activities.Relationship Management: Build and maintain strong, long-term relationships with existing affluent clients, understanding their financial needs and objectives.Financial Planning: Provide customized financial solutions to clients based on their individual needs, including investment advisory, wealth management, and portfolio diversification.Product Knowledge: Possess in-depth knowledge of the bank's products and services, including deposits, loans, investments, insurance, and other wealth management offerings.Cross-selling & Upselling: Proactively identify opportunities to cross-sell and up-sell relevant banking products and services to existing clients.Portfolio Management: Monitor client portfolios, track performance, and provide regular updates and recommendations.Compliance: Ensure adherence to all regulatory guidelines, compliance policies, and internal procedures.Market Awareness: Stay updated on market trends, economic conditions, and competitor activities to identify new business opportunities.Customer Service: Provide exceptional customer service and resolve client queries and issues promptly and efficiently.Documentation: Maintain accurate client records and documentation.Qualifications and Skills:Bachelor's degree in Finance, Business Administration, or a related field. MBA or other relevant professional certifications (e.g., CFP, Wealth Management certifications) are preferred.Proven experience of [Number] years in relationship management