Sr. Relationship Manager - Affluent Relations

Location: Delhi, Delhi, India

Work Arrangement: On-site

Employment Type: Full-time

About the Role

One of our banking clients is looking for a Sr. Relationship Manager - Affluent Relations to service primarily walk-in customers, fulfill their transactional requirements through high-quality customer service, increase product penetration through cross-selling, and achieve allocated portfolio and revenue targets.

Key Responsibilities

- Maximize sales performance to achieve given revenue targets through liability products including Current, Savings and Term Deposits, wealth management products, and asset-related products, including secured and unsecured products.

- Generate current business through sales promotions, out-marketing calls, presentations and in-branch contacts.

- Participate actively in branch sales planning and generate action plans for meeting targets.

- Ensure adherence to the bank's Mis-selling and Sales Policies.

- Ensure a high level of customer service in the branch and manage difficult customer situations.

- Ensure compliance with internal and external guidelines and minimize comments in audits and other inspections.

- Ensure transactions are processed with a high level of accuracy and commitment to satisfy customer needs.

- Ensure validity and completeness of transactions processed and ensure that concessions relating to exchange rates, fees and charges are appropriately authorized.

- Adhere to laid-down processes and facilitate first-time resolution while minimizing rejections and customer complaints.





- Monitor customer satisfaction survey ratings, net promoter scores and other customer feedback, and ensure continuous improvement where required.

- Take responsibility for general reconciliation and control activities.

- Identify ways to improve operational efficiency and control costs to meet cost budgets.

- Be multi-skilled to handle different types of transactions and services in the bank.

- Manage growth and attrition of the customer base, facilitate customer up-streaming and improve product penetration per customer.

- Ensure awareness and compliance with policies and procedures relating to ORMA, Group Code of Conduct, KYC/CDD/EDD and money laundering prevention.

- Report any suspicious transaction immediately to the supervising officer.

- Manage premises-related activities including merchandising, housekeeping, store management, branch upkeep and maintenance.

- Follow health and safety requirements and support a healthy and safe workplace.

Risk Management

- Ensure full awareness of policies and procedures relating to money laundering prevention and KYC.





- Ensure ongoing compliance with applicable policies and immediately report suspicious transactions to the supervising officer.

- Ensure awareness of policies relating to operational risk, sales processes and mis-selling, and comply with the same.

- Read, understand and comply with all provisions of the Group Code of Conduct.

Regulatory & Business Conduct

- Display exemplary conduct and operate in accordance with applicable values and the Code of Conduct.

- Take personal responsibility for maintaining high standards of ethics, including regulatory and business conduct.

- Ensure compliance with applicable laws, regulations, guidelines and the Group Code of Conduct.

- Identify, escalate, mitigate and resolve risk, conduct and compliance matters effectively and collaboratively.

Skills & Experience

- Diligent and punctual.

- Knowledgeable about the role.

- Certified with relevant courses.

- Confident.

- Fluent in language.

- Good sales exposure.

- Banking exposure.

- Management Information skills.

- Good interpersonal skills.

- Customer and service oriented.

Qualifications

- Postgraduate with a consistent academic career.

- Extensive sales experience of 2 to 5 years.

- Sales-focused and highly target-oriented.

- Able to pick up new concepts quickly.

- Able and willing to go out to meet new customers.

- Competitive awareness and benchmarking.

- Excellent communication, interpersonal and relationship-building skills.

- Banking knowledge.

- Management Information skills.

- Good interpersonal skills.

📌 Sr. Relationship Manager (Delhi)
🏢 PrimeTalentBridge
📍 Delhi