Based on the job description you uploaded, here's a professional Naukri Job Post for the Preferred Relationship Manager (Retail Branch Banking) role. The responsibilities and eligibility criteria are derived from the document.

Job Title

Preferred Relationship Manager (Retail Branch Banking)

Job Location: Gurugram, Delhi

Job Type:

Full-time

Job Responsibilities

- Acquire and manage High Net Worth (HNI) customer relationships.
- Identify and onboard eligible customers into the Preferred Banking program.
- Build, deepen, and retain customer relationships through regular interactions.
- Increase portfolio value and achieve revenue, book size, and relationship growth targets.
- Cross-sell banking products such as deposits, investments, insurance, and wealth management solutions based on customer needs.
- Acquire current-to-bank customers and expand relationships through family and referral accounts.
- Deliver exceptional customer service and resolve customer queries within defined turnaround times (TAT).
- Ensure compliance with KYC, AML, and all regulatory guidelines.
- Maintain error-free documentation for account opening and customer service requests.




- Promote digital banking channels and educate customers on available banking services.
- Coordinate with internal teams including Operations, Product, Credit, Treasury, and Insurance partners to provide end-to-end financial solutions.
- Achieve monthly and yearly sales and revenue targets while maintaining portfolio quality.

Eligibility Criteria

Education

- Graduate (Mandatory)
- Postgraduate preferred

Experience

- 310 years of experience in Banking Sales, Relationship Management, Wealth Management, or Portfolio Management.
- Experience in managing HNI/Preferred/Imperia customer portfolios is preferred.

Certifications (Preferred)

- AMFI Certification
- IRDA Certification
- NCFM Certification (Optional)

Required Skills

- Strong sales and relationship management skills
- Knowledge of banking products and processes
- Understanding of NRI products and regulatory guidelines
- Excellent communication and interpersonal skills
- Planning and organizational abilities
- Awareness of current trends in the financial services industry

This format is suitable for posting on Naukri and will clearly communicate the role to potential candidates.

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