Group Company: AU Small Finance Bank Limited

Designation: Relationship Manager Platinum

Office Location

Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard

Primary Responsibilities

- 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
- Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
- Drive overall growth in liabilities and investment products within the HNI segment.
- Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
- Develop and expand customer relationships for both liability and retail asset products.
- Inform clients about new products and enhancements to deepen and broaden banking relationships.
- Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
- Manage segment-wise customer migration to enhance profitability and optimize service delivery.

Additional Responsibilities

- 1. Deliver a superior service experience that exceeds the expectations of AU clients.
- Proactively identify potential problem accounts and implement risk-mitigating strategies.
- Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
- Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
- Accurately and consistently record all sales and client engagement activities in the CRM system.
- Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
- Foster long-term client relationships through trust, transparency, and proactive engagement.

Reporting Team

- Reporting Designation:
- Reporting Department:

Educational Qualifications Preferred

- Category:
- Field specialization:
- Degree:
- Academic score:
- Institution tier:





Required Certification/s

Required Training/s

Required Work Experience

- Industry: BFSI
- Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer
- Years of experience: 0 to 3

Key Performance Indicators: Business Volume, Average Ticket size, Boarding rate Required Competencies: 1. ownership and accountability for results 2. Customer-centric mindset and actions 3. adept at handling digital business apps and software 4. hard work and detail-orientation 5. eager to learn and grow as a banking professional 6. positive mindset, ethical and high integrity 7. Bias for Action and Urgency

Required Knowledge: 1. Aptitude for lead generation 2.

Target Market

Knowledge - Local Area geography familiarity 3. Familiarity with Digital applications 5. Detailed data collection/recording

Required Skills: 1.

Qualified

Communication - Regional language proficiency, verbal and written fluency, soft-spoken 2.

Relationship

Management - Client-Centric Approach, respectful 3.

Sales

Forecasting & Reporting

Required Abilities

- Physical: 1. Physical fitness 2. Mental agility 3. Ability to do extensive field travel/work 4. Ability to handle work pressure and demanding clients
- Other: 1.

Valid

Two-Wheeler Driving License 2. Personal 2-wheeler 3. Own Smartphone 4. track record of past employment 5. Positive reference check and clear civil report

Work Environment Details: 90% - Field, 10% - Office

Specific Requirements

- Travel: High
- Vehicle: 2-wheeler
- Work Permit:

Other Details

- Pay Rate:
- Contract Types: Permanent
- Time Constraints: Flexibile workhours as per business requirement
- Compliance Related: 1. Aherence to Code of Conduct policy of the bank 2. Non-disclosure of confidential information about bank, clients 3.

Responsible handling of bank assets s.a. ID Card, SIM, Marketing material, digital devices, Receipt book etc.

- Ensure adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) guidelines during all customer onboarding and account-opening processes.
- Union Affiliation:

📌 Relationship Manager Platinum (Vapi)
🏢 AU Small Finance Bank
📍 Vapi