Solutions Manager-Affluent

Key Responsibilities

1. Business Development & Revenue Generation

Drive CMS business across affluent and emerging customer segments.
Support Relationship Managers (RMs) in acquiring new clients and enhancing existing relationships.
Achieve targets related to fee income, liabilities, and product penetration.
Identify cross-sell and upsell opportunities within the existing client base

Client Solutioning & Engagement

Understand customer requirements and provide end-to-end CMS solutions.
Design customized solutions across:
- Collections
- Payments
- Liquidity Management
- Digital Banking Services
Participate in customer meetings and presentations with RMs.
Ensure smooth onboarding and implementation of solution

Product & Process Management

takeholder Management

Work closely with:
- Branch Banking Teams
- Affluent/Business Banking Relationship Managers
- CMS & Product Teams
- Operations & Implementation Teams
Act as the single point of contact for CMS-related solutioning.

Market Intelligence & Strategy

Major KPIs

Key Skills

Solutions Manager-Affluent_BRANCH BANKING_0733_0957_1036327