Manage and develop relationships with Preferred/affluent banking customers.
Acquire recent customers through references, leads, branch walk-ins, and local market activities.
Sell banking products such as savings/current accounts, fixed deposits, mutual funds, insurance, loans, credit cards, and investment products as applicable.
Achieve assigned sales, revenue, and customer acquisition targets.
Understand customers' financial needs and provide suitable product solutions.
Maintain regular contact with existing customers and identify cross-selling and upselling opportunities.
Ensure high-quality customer service and resolve customer queries or coordinate with relevant teams for resolution.
Generate leads through customer referrals and networking.
Maintain accurate customer records and ensure compliance with KYC, AML, and bank policies.




Coordinate with branch operations and other departments for smooth processing of customer requests.
Monitor portfolio performance and deepen relationships with existing customers.

Key Skills
Relationship management and sales skills
Valuable communication and interpersonal skills
Customer acquisition and cross-selling
Knowledge of banking and financial products
Target-oriented approach
Basic knowledge of KYC/AML and banking compliance
Ability to build relationships with affluent/preferred customers
Local market/networking skills

Typical KPIs
Current customer acquisition
CASA/deposit growth
Investment and insurance sales
Loan/credit-card referrals
Cross-sell ratio
Revenue generation
Customer retention and service quality

📌 Preferred Relationship Manager Branch Banking Udaipur
🏢 SkillLabs
📍 Udaipur