The Relationship Manager (Royal) is responsible for managing and growing relationships with high-value (affluent/priority) customers. The role focuses on delivering personalized financial solutions, enhancing customer experience, and achieving revenue targets through cross-selling banking and investment products.
Key Responsibilities
• Manage a portfolio of Royal / High Net-Worth Individual (HNI) clients.
• Build and maintain solid, long-term relationships with customers.
• Understand client financial needs and provide customized solutions.
• Cross-sell banking products such as:
• Savings & Current Accounts
• Fixed Deposits
• Mutual Funds & Investments
• Insurance (Life & General)
• Loans (Home, Personal, etc.)
• Achieve assigned sales and revenue targets.
• Ensure high level of customer satisfaction and retention.
• Provide regular portfolio updates and financial advice to clients.
• Acquire new Royal clients through referrals and leads.
• Maintain compliance with banking regulations and internal policies.
Key Skills Required
• Strong communication and interpersonal skills
• Sales and negotiation ability
• Relationship management skills
• Knowledge of banking and financial products
• Customer-centric approach
• Target-driven mindset