- Relationship Management
- Manage a portfolio of key/high-value customers
- Build strong, long-term relationships with clients
- Act as a single point of contact for all banking needs
- Business Development
- Identify opportunities to increase wallet share
- Acquire new key accounts (corporate/SME/HNI clients)
- Drive revenue growth from existing clients
- Cross-Selling & Upselling
- Promote products like:
- CASA (Current & Savings Accounts)
- Loans (Business, Working Capital, LAP)
- Trade & Forex services
- Insurance & Investment products
- Achieve sales targets assigned by the bank
- Client Servicing
- Ensure smooth onboarding and documentation
- Resolve client queries/issues quickly
- Coordinate with internal teams (operations, credit, etc.)
- Portfolio Management
- Monitor account performance and risk
- Ensure compliance with banking policies
- Maintain asset quality (NPA control)
Eligibility Criteria
- Graduate / Postgraduate (MBA preferred)
- Experience:
- 2–5 years (KAM / RM / BDM roles in banking or NBFC)