Job Title

Relationship Manager – Platinum Banking

Department

Retail Banking / Wealth Banking

Location

As per branch requirement

Job Summary The Relationship Manager – Platinum Banking is responsible for acquiring and managing high-value customers, maintaining long-term relationships, and driving sales of banking and financial products. The role focuses on providing premium banking services and achieving revenue targets through customer engagement and portfolio management.

Key Responsibilities
Acquire recent Platinum/High Net-Worth customers for the bank.
Manage and deepen relationships with existing premium customers.
Cross-sell banking products such as:
CASA
Fixed Deposits
Insurance
Mutual Funds
Credit Cards
Loans and Wealth Products
Understand customer financial needs and provide suitable banking solutions.




Ensure achievement of monthly sales and revenue targets.
Maintain high customer service standards and resolve customer queries promptly.
Conduct client meetings and relationship-building activities.
Ensure compliance with banking policies and regulatory guidelines.
Generate leads through references and market activities.

Eligibility Criteria
Graduate in any discipline (MBA preferred).
Experience in Banking, CASA, Wealth, Insurance, or Sales preferred.
Freshers with robust communication skills may also apply (depending on bank requirement).
Positive communication and relationship management skills.
Sales-oriented and target-driven approach.

📌 Branch Relationship Manager Retail Branch Banking Panipat
🏢 SkillLabs
📍 Panipat