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 recent 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

Sales & Cross-Selling

• Cross-sell banking products:
• Insurance
• Mutual funds
• Fixed deposits
• Credit cards
• Personal/Home/Business loans
• Forex and wealth products





• Generate revenue through product penetration

Business Development

• Source customers through:
• Branch walk-ins
• References
• Corporate activities
• Local market visits
• Networking

• Conduct customer meetings and sales pitches

Compliance & Operations

• Ensure KYC and regulatory compliance
• Maintain proper documentation
• Follow banking policies and audit requirements

Required Skills

• Strong sales and relationship-building skills
• CASA sales knowledge
• Communication and negotiation ability
• Customer handling and service orientation
• Target-driven mindset
• Understanding of retail banking products 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.

📌 Relationship Manager Royal (Hisar)
🏢 SkillLabs
📍 Hisar