Burgundy Rm/Affluent RM - Ahmedabad

About Affluent Business:

Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of

customizable offerings in wealth management, personal banking and business & lending solutions. It

gives a highly personalized services with an expertise driven approach of an investment house with the

great stability and immaculate execution. Affluent Business offer a gamut of different product offerings

tailor-made to its customers with seamless touch-points.

About the Role:

The Relationship Manager will be responsible for nurturing HNI client relationships through continuous

client engagements and risk profiling. The RM will be responsible for identification of potential customers

and providing them customized solutions as per their requirements. The position entails client

management and acquisition with a key focus on expanding the Asset under Management. Key

capabilities include working in a dynamic and fast-paced environment with cross-functional teams to

design, collaborate with multiple stakeholders and provide tailored investment products aligned to

customer needs. The center of all client engagements will be to ensure superior customer experience

Key Responsibilities:

• Provide financial solutions to the Burgundy customers while maintaining high

service standards

• Maintain complete customer profile including the risk profile, demographics and

assets in the bank

• Enrich relationships and garner higher wallet share through customer

engagement activities

• Deepen the existing relationships by cross selling the Bank's products and

services/ third party investment products

• Identify potential customers who can be sold tailored products to enhance

product penetration

• Acquire new customers by converting referral leads

• Achieve targets as assigned by the organization on a monthly basis

• Record and track all engagement activities through the CRM system

• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

Qualifications:

Optimal qualification for success on the job is:

• Graduation/ Post graduation from a recognized institute

• AMFI and NCFM certifications

• 6-10 years managing High Net worth clients

Role Proficiencies:

For successful execution of the job, the candidate should possess the following:

• Knowledge of banking products and services

• Ability to manage complex client situations

• Good communication (both verbal and written) skill in both English and the local

language

• Ability to handle pressure and meet deadlines

• Good networking and relationship building skills

#ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are

encouraged to apply'

Skills

Excel