• Relationship Management
• Manage a portfolio of key/high-value customers
• Build solid, long-term relationships with clients
• Act as a single point of contact for all banking needs
• Business Development
• Identify opportunities to increase wallet share
• Acquire new key accounts (corporate/SME/HNI clients)
• Drive revenue growth from existing clients
• Cross-Selling & Upselling
• Promote products like:
• CASA (Current & Savings Accounts)
• Loans (Business, Working Capital, LAP)
• Trade & Forex services
• Insurance & Investment products
• Achieve sales targets assigned by the bank
• Client Servicing
• Ensure smooth onboarding and documentation
• Resolve client queries/issues quickly
• Coordinate with internal teams (operations, credit, etc.)
• Portfolio Management
• Monitor account performance and risk
• Ensure compliance with banking policies
• Maintain asset quality (NPA control)
Eligibility Criteria
• Graduate / Postgraduate (MBA preferred)
• Experience:
• 2–5 years (KAM / RM / BDM roles in banking or NBFC)