Relationship Manager - Affluent

Role overview

As a Relationship Manager in the Affluent team, you will be the main point of contact for high-net-worth clients and will focus on delivering a high-touch, personalized service experience. The position involves understanding each client’s financial objectives, recommending suitable solutions, and helping them move forward in their financial journey.

This opportunity is suited to someone who enjoys working with a varied premium client base, can create long-term client trust, and is motivated to contribute meaningfully to business growth.

What you will do

• Manage a portfolio of affluent customers and nurture enduring client relationships.
• Assess client requirements and recommend customized financial advice and solutions.
• Respond quickly to client issues and concerns with practical support.
• Keep track of market developments and financial offerings to suggest relevant products.
• Work closely with internal stakeholders to ensure a smooth overall client journey.
• Carry out periodic portfolio reviews and share performance-related updates with clients.
• Follow applicable regulations and internal banking standards at all times.
• Keep client information, records, and documentation accurate and up to date.
• Support business development efforts aimed at bringing in new affluent clients.

Candidate profile

• A degree in finance, business, or a closely related discipline is preferred.
• At least 3 years of experience in relationship management or a comparable client-facing role.
• Good understanding of financial products and services, particularly for affluent customers.
• Strong communication and relationship-building abilities with a customer-first mindset.
• Capability to earn trust and maintain strong rapport with high-net-worth individuals.
• Analytical thinking to assess financial information and form sound recommendations.
• Comfort using CRM tools and related business software.
• Self-motivated, proactive, and focused on achieving results.
• High ethical standards and a strong commitment to client confidentiality.
• Willingness to work beyond standard business hours when required.

Additional information

This is a full-time, onsite position based in Bengaluru, Karnataka, India.