Job Purpose The Relationship Manager will be responsible for acquiring, managing, and deepening relationships with affluent and retail banking customers. The role focuses on achieving business targets through portfolio growth, cross-selling banking products, customer engagement, and delivering superior service experience.
Key Responsibilities
Acquire current-to-bank customers through referrals, sourcing activities, and market networking.
Manage and grow an assigned portfolio of affluent and retail customers.
Cross-sell banking products including:
CASA
Term Deposits
Mutual Funds
Insurance
Wealth Products
Loans
Credit Cards
Achieve monthly, quarterly, and annual business targets.
Provide financial solutions based on customer needs and risk profiles.
Ensure high customer satisfaction and retention levels.
Build long-term relationships through regular customer engagement.
Generate revenue through fee-based and investment products.
Maintain compliance with regulatory and bank guidelines.
Coordinate with internal teams for seamless customer onboarding and servicing.
Monitor portfolio performance and identify prospects for business enhancement.
Educational Qualification
Graduate in any discipline.
MBA/PGDM preferred.
Experience
3+ years of experience in Banking Sales, Wealth Management, Retail Banking, Private Banking, or Relationship Management.
Proven track record in handling HNI/Affluent customer portfolios.