About this role
Area Manager-Affluent
• Strong client relationship management skills, with the ability to build trust and long-term engagement with affluent customers. • Sound understanding of banking products, wealth management solutions, and investment and insurance offerings. • Excellent communication, negotiation, and interpersonal skills to handle diverse client profiles and complex financial discussions. • Ability to analyze financial information, understand risk profiles, and recommend appropriate products and services. • Proactive sales orientation with experience in achieving targets and driving revenue growth in financial services. • High level of integrity, adherence to compliance standards, and familiarity with regulatory guidelines in banking and investment. • Bachelor’s degree in finance, commerce, business, or a related field; a post-graduate qualification or professional certification in finance/wealth management is an added advantage.