As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen,
Understand clients’ investment needs in detail and create long-term asset allocation strategies aligned with their financial goals. Acquire and advise HNI / UHNI clients across multiple asset classes including Equities, Debt, Mutual Funds, Alternate Investments, PMS,
Understand clients’ investment needs in detail and create long-term asset allocation strategies aligned with their financial goals. Acquire and advise HNI / UHNI clients across multiple asset classes including Equities, Debt, Mutual Funds, Alternate Investments, PMS,
Roles and Responsibilities Job Purpose Acquisition of new asset relationships through various channels and managing a portfolio of - BBG relationships depending on the geography covered and the branches mapped to the RM and maintain HNW