The Relationship Manager (Royal) in Retail Branch Banking is responsible for acquiring and managing affluent/premium customers while driving CASA growth and cross-selling banking products. The role focuses on relationship management, revenue generation, and achieving branch sales targets.
Key Responsibilities
CASA Acquisition & Growth
• Acquire current CASA customers (Current Account & Savings Account)
• Increase branch CASA book through customer sourcing and referrals
• Deepen relationships with existing customers to improve balances
• Drive activation and retention of accounts
Customer Relationship Management
• Manage portfolio of Royal/Preferred customers
• Provide personalized banking solutions and priority servicing
• Maintain long-term customer relationships for higher wallet share
• Act as a single point of contact for premium customers