Job Summary

We have an urgent opening for the Position of Relationship Manager-Wealth / Current Account in Leading Private Bank.

for Relationship Manager- Wealth:

- Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth Insurance Business, Cross-Sell and improving Product holding per client.
- CASA Value Growth, deepening of existing relationships and acquiring high quality NTBs.
- Responsible for quality recruitment, Sales Planning, Business delivery tracking, Monitoring, and reviewing Performance and mentoring individuals for effective tele calling for achievement of the defined goals. Also responsible for ensuring adherence with tele calling guidelines as per regulatory industry norms.
- Ensuring Digital adoption and completion of the assigned Tasks, triggers, campaigns, and client outreach programs assigned to the RMs.
- Client requests and complaints to be addressed efficiently within stipulated timelines.

for Relationship Manager- Current Account:

- He or She is responsible for acquiring, managing,



and expanding a portfolio of business customers to drive Current Account Savings Account (CASA) growth and cross-sell banking products.
- Actively source current-to-bank (NTB) current accounts via market visits, referrals, and networking to meet monthly operating plans (MOP).
- Manage and deepen relationships with existing portfolio clients (SMEs, corporations, proprietors) to increase product holding and ensure retention
- They act as a primary point of contact for corporate/SME clients, ensuring high service quality, regulatory compliance, and increased wallet share through tailored financial solutions.
- Drive cross-selling of banking products like loans and funds transfers while profiling clients for suitable offerings.
- Handle daily operations including cash transactions, deposits, withdrawals, vault management, and compliance with bank policies

📌 RM-Wealth / Current Account | Private Banking (New Delhi)
🏢 Lavya Associates HR Services.
📍 New Delhi