Managing the banking and investments relationship Au Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment.
Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer,
Proactively and timely identifies potential problem accounts and formulates appropriate risk
mitigating strategies.
Manage customer migration between segments, sub-segments and the HNI business.
Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.
Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of most significant customer segment
Ensure all sales activity is recorded online as per the organizational process (CRM)
Develops current and expands existing High Net worth Customer relationships for liabilities and retail assets
Informs customers about recent products or product enhancements to further expand the banking relationship
Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM

📌 Relationship Manager Royale Jaipur
🏢 AU Small Finance Bank
📍 Jaipur