Job Title: Relationship Manager – Royal / Premium Banking

Role Purpose To manage and grow a portfolio of high-value (HNI / premium) customers, build long-term relationships, and drive revenue through sales of banking, wealth, and investment products.

Key Responsibilities

- Client Relationship Management
- Manage a portfolio of premium / royal customers
- Build robust relationships through regular meetings & engagement
- Ensure high customer satisfaction and retention

- Business Acquisition

- Acquire new high-net-worth customers (NTB – New to Bank)
- Generate leads via references, networking, and market mapping

- Revenue Generation

- Achieve targets for CASA, investments, insurance, and loans
- Increase portfolio value and customer wallet share

- Cross-Selling & Upselling

- Sell products like:
- Mutual Funds / SIP
- Insurance
- Fixed Deposits (FD)
- Loans (Home, Personal, Business)
- Cards & Wealth products

- Portfolio Management

- Regularly review customer financial profile
- Suggest customized financial solutions
- Maintain active engagement with clients

- Compliance & Process

- Follow KYC, AML, and banking guidelines
- Ensure proper documentation and quality sourcing

📌 Relationship Manager-Royal (Amritsar)
🏢 SkillLabs
📍 Amritsar