The Relationship Manager – Platinum Banking is responsible for acquiring and managing high-value customers, maintaining long-term relationships, and driving sales of banking and financial products. The role focuses on providing premium banking services and achieving revenue targets through customer engagement and portfolio management.
Key Responsibilities
• Acquire new Platinum/High Net-Worth customers for the bank.
• Manage and deepen relationships with existing premium customers.
• Cross-sell banking products such as:
• CASA
• Fixed Deposits
• Insurance
• Mutual Funds
• Credit Cards
• Loans and Wealth Products
• Understand customer financial needs and provide suitable banking solutions.
• Ensure achievement of monthly sales and revenue targets.
• Maintain high customer service standards and resolve customer queries promptly.
• Conduct client meetings and relationship-building activities.
• Ensure compliance with banking policies and regulatory guidelines.
• Generate leads through references and market activities.
Eligibility Criteria
• Graduate in any discipline (MBA preferred).
• Experience in Banking, CASA, Wealth, Insurance, or Sales preferred.
• Freshers with strong communication skills may also apply (depending on bank requirement).
• Valuable communication and relationship management skills.
• Sales-oriented and target-driven approach.