Role Overview The Relationship Manager (Platinum Banking) is responsible for managing and growing a portfolio of high-value customers by offering personalized banking and wealth solutions. The role focuses on deepening relationships, increasing revenue, and delivering a premium customer experience.
Key Responsibilities
- Manage a portfolio of Platinum / High Net-Worth (HNI) clients
- Acquire current premium customers through referrals, leads, and networking
- Cross-sell banking and financial products:
- CASA (Current & Savings Accounts)
- Wealth products (Mutual Funds, Insurance, Bonds)
- Loans (Personal, Home, Business)
- Ensure portfolio growth in terms of revenue and customer engagement
- Maintain strong customer relationships through regular interactions
- Provide customized financial solutions based on client needs
- Achieve monthly and quarterly sales targets
- Ensure compliance with banking and regulatory guidelines
- Coordinate with internal teams for seamless service delivery
Key Skills Required
- Strong communication and relationship-building skills
- Sales and target-oriented mindset
- Knowledge of banking & wealth products
- Negotiation and influencing skills
- Customer-centric approach
- Networking ability