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
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 - CASA (Hisar)
🏢 SkillLabs
📍 Hisar
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