Premier Relationship Manager (PRM) is a banking qualified who manages relationships with high-value or priority customers. This role is common in retail and wealth banking, where the focus is on providing personalized financial services and helping clients achieve their financial goals.
Key Responsibilities
- Manage a portfolio of premium banking customers.
- Build and maintain long-term client relationships.
- Understand customers' financial needs and recommend suitable products.
- Cross-sell banking products such as:
- Savings and current accounts
- Fixed deposits
- Insurance products
- Conduct regular portfolio reviews and financial planning discussions.
- Ensure high levels of customer satisfaction and retention.
- Meet sales and revenue targets set by the bank.
Required Skills
- Strong communication and interpersonal skills.
- Sale and relationship-building abilities.
- Knowledge of banking, investments, insurance, and financial products.
- Customer service orientation.
- Negotiation and problem-solving skills.
- Understanding of regulatory and compliance requirements
@If you are interested please share your CV
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📌 Interview Opportunity Premier Relationship Manager (Tamluk)
🏢 Jana Small Finance Bank
📍 Tamluk