- Manage and develop relationships with Preferred/affluent banking customers.

- Acquire recent customers through references, leads, branch walk-ins, and local market activities.

- Sell banking products such as savings/current accounts, fixed deposits, mutual funds, insurance, loans, credit cards, and investment products as applicable.

- Achieve assigned sales, revenue, and customer acquisition targets.

- Understand customers' financial needs and provide suitable product solutions.

- Maintain regular contact with existing customers and identify cross-selling and upselling opportunities.

- Ensure high-quality customer service and resolve customer queries or coordinate with relevant teams for resolution.

- Generate leads through customer referrals and networking.

- Maintain accurate customer records and ensure compliance with KYC, AML, and bank policies.





- Coordinate with branch operations and other departments for smooth processing of customer requests.

- Monitor portfolio performance and deepen relationships with existing customers.

Key Skills
- Relationship management and sales skills

- Good communication and interpersonal skills

- Customer acquisition and cross-selling

- Knowledge of banking and financial products

- Target-oriented approach

- Basic knowledge of KYC/AML and banking compliance

- Ability to build relationships with affluent/preferred customers

- Local market/networking skills

Typical KPIs
- New customer acquisition

- CASA/deposit growth

- Investment and insurance sales

- Loan/credit-card referrals

- Cross-sell ratio

- Revenue generation

- Customer retention and service quality

📌 Preferred Relationship Manager - Branch Banking (Udaipur)
🏢 SkillLabs
📍 Udaipur