We are looking for a agile and customer-focused Relationship Manager –
- Royal Banking to manage and grow relationships with high-value customers. The candidate will be responsible for sourcing premium clients, handling portfolio management, cross-selling banking products, and ensuring superior customer service to achieve business targets.
Key Responsibilities
- Acquire and manage Royal/Premium Banking customers for the bank.
- Deepen customer relationships through regular interaction and financial need analysis.
- Promote and sell banking products such as CASA, Fixed Deposits, Insurance, Investments, Loans, and Wealth products.
- Achieve monthly and quarterly sales targets assigned by the bank.
- Provide personalized financial solutions and advisory services to customers.
- Ensure high customer satisfaction and timely resolution of queries/issues.
- Generate leads through references, field activities, and existing customer base.
- Maintain portfolio quality and ensure compliance with banking policies.
- Coordinate with internal teams for seamless customer onboarding and servicing.
- Keep updated with market trends, competitor activities, and banking products.
Eligibility Criteria
- Graduate/Post Graduate in any discipline.
- Experience in Banking Sales, CASA, Wealth, or Relationship Management preferred.
- Freshers with excellent communication skills may also apply.
- Strong communication, negotiation, and interpersonal skills.
- Customer-centric approach with sales orientation.
Preferred Skills
- Relationship Building
- Sales &
- Cross-Selling
- Customer Handling
- Portfolio Management
- Target Achievement
- Team Coordination
- Problem Solving