Job Summary The Priority Branch Relationship Manager (PBRM) is responsible for acquiring, managing, and deepening relationships with Priority Banking customers. The role focuses on delivering exceptional customer service, increasing portfolio profitability, and cross-selling banking and investment products while ensuring compliance with regulatory and bank policies.

Key Responsibilities

- Manage a portfolio of Priority Banking customers and serve as their primary relationship manager.
- Acquire current Priority customers through referrals, branch leads, and self-sourcing.
- Understand customer financial goals and recommend suitable banking, investment, insurance, and wealth management solutions.
- Increase Assets Under Management (AUM), CASA balances, Term Deposits, and Fee Income.
- Cross-sell products including:

- Mutual Funds
- Life & General Insurance

- Fixed Deposits
- Demat & Trading Accounts
- Loans (Home, Personal, LAP, etc.)

- Credit Cards

- Forex Services
- Ensure high customer satisfaction through regular engagement and financial reviews.
- Conduct portfolio reviews and proactively identify opportunities for relationship enhancement.
- Maintain strong knowledge of financial markets and investment products.
- Achieve monthly and quarterly business targets across multiple product lines.
- Ensure KYC, AML, regulatory, and internal compliance norms are followed.
- Coordinate with internal product specialists to provide comprehensive financial solutions.




- Handle customer escalations and resolve service issues promptly.

Key Performance Indicators (KPIs)

- Priority Customer Acquisition
- Portfolio AUM Growth
- CASA Growth
- Investment & Insurance Revenue
- Fee Income
- Cross-sell Productivity
- Customer Retention Rate
- Customer Satisfaction (NPS)
- Regulatory Compliance
- Digital Product Adoption

Eligibility

- Graduate in any discipline (MBA/PGDM preferred).
- 2-6 years of experience in Retail Banking, Wealth Management, Relationship Management, or Sales.
- Preference for candidates with AMFI/NISM certification.
- Knowledge of investment and insurance products is an advantage.

Required Skills

- Relationship Management
- Wealth & Investment Advisory
- Sales & Cross-selling
- Customer Service Excellence
- Communication & Negotiation Skills
- Portfolio Management
- Financial Planning
- Analytical & Problem-Solving Skills
- Compliance Awareness
- Target Orientation

Preferred Candidate Profile

- Strong interpersonal and networking skills.
- Ability to build long-term relationships with affluent customers.
- Passion for sales and financial advisory.
- Self-motivated with excellent business development capabilities.
- Proficient in MS Office and CRM/Banking applications.

Compensation & Benefits

- Fixed Salary + Performance Incentives
- Medical Insurance
- Provident Fund & Gratuity
- Leave Benefits
- Career Growth Opportunities within Retail & Wealth Banking

📌 Priority Banking Relationship Manager (Gandhidham)
🏢 Axis Bank
📍 Gandhidham