Royale/Platinum RM-Gwalior- M.P

Royale/Platinum RM-Gwalior- M.P

15 Sep
|
JobStation Enterprise
|
Gwalior

15 Sep

JobStation Enterprise

Gwalior

Job Description:

The HNI (High Net Worth Individuals) Relationship Manager is accountable for a portfolio of high-net-worth clients, integrating and coordinating all banks' group products, services, and resources to maximise the value of the business relationship and ensure profitability for the bank and the client.

Responsibilities:
- Managing the banking and investments relationship with Au Royale clients and being responsible for the overall growth of the Liabilities and Investment business from the HNI segment.
- Increase CASA balance in allocated portfolio either through deepening or acquisition of NTB Royale customer, proactively and timely identify potential problem accounts, and formulate appropriate risk Mitigating strategies.
- Manage customer migration between segments, sub-segments, and the HNI business.
- Grow portfolio profitability through the utilisation 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 a service level that exceeds client expectations of the most key customer segment.
- Ensure all sales activity is recorded online as per the organisational process (CRM).
- Develops new and expands existing high-net-worth customer relationships for liabilities and retail assets.
- Informs customers about new products or product enhancements to further expand the banking relationship.
- Capture and maximise the business opportunity through detailed client profiling as per organisational process (CRM).

Why Explore a Career at Au Small Finance Bank?

Our employees and associates are very valuable and are our biggest strength. Each day we strive hard to build and enable an environment where everyone is motivated to take up new challenges, grow with us and most importantly, learn from mistakes.

Our strong lineage and the depth of our leadership team provide an enabling environment wherein team me

📌 Royale/Platinum RM-Gwalior- M.P
🏢 JobStation Enterprise
📍 Gwalior

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