Group Company: AU Small Finance Bank Limited

Designation: Relationship Manager Royale

Office Location:

Position description: #Position description#

Primary Responsibilities: #Primary Responsibilities#

Additional Responsibilities: #Additional Responsibilities#

Reporting Team

- Reporting Designation: #Reporting Designation#
- Reporting Department: #Reporting Department#

Educational qualifications preferred

#Education and Experience#

- Category: #Category#
- Field specialization: #Field specialization#
- Degree: #Degree#
- Academic score: #Academic score#
- Institution tier: #Institution tier#

Required Certification/s: #Required Certification/s#

Required Training/s: #Required Training/s#

Required work experience

- Industry: #Industry#
- Role: #Role#
- Years of experience: #Years of experience#

Job Brief:- AU Small Finance Bank Limited is seeking a highly motivated and experienced professional to join our Sales department as a Relationship Manager Royale. This role is pivotal in managing and expanding relationships with high-net-worth clients, delivering personalized financial solutions, and driving business growth. The ideal candidate will possess deep knowledge of financial products, exceptional client management skills, and a proven track record in the financial services industry. This position demands strategic thinking, excellent communication, and the ability to work collaboratively within a dynamic banking environment to meet and exceed client expectations while aligning with the bank’s growth objectives.Responsibilities:-

- Develop and maintain strong, long-term relationships with high-net-worth clients to understand their financial needs and objectives.
- Provide tailored financial advice and solutions including investment products, loans, and wealth management services to meet client goals.
- Identify and pursue new business opportunities within the assigned portfolio to achieve sales targets and revenue growth.
- Collaborate with internal teams such as credit, risk,



and product specialists to ensure seamless service delivery and compliance with regulatory requirements.
- Conduct regular portfolio reviews and risk assessments to optimize client asset allocation and enhance portfolio performance.
- Prepare and present detailed financial proposals and reports to clients, ensuring clarity and transparency in all communications.
- Stay updated on market trends, competitor offerings, and regulatory changes to provide informed advice and maintain competitive advantage.
- Resolve client queries and issues promptly, ensuring high levels of client satisfaction and retention.
- Lead client onboarding processes, including KYC and documentation, ensuring adherence to bank policies and regulatory standards.
- Participate in networking events and industry forums to enhance the bank’s brand presence and generate new leads.

Skill:-

- Client Relationship Management
- Financial Advisory
- Wealth Management
- Portfolio Management
- Sales and Business Development
- Risk Assessment and Compliance
- KYC and Regulatory Knowledge
- Financial Product Knowledge
- Negotiation and Communication
- Market Analysis
- CRM Software Proficiency
- Networking and Lead Generation

Preferred Qualifications:-

- Bachelor’s degree in Finance, Business Administration, or a related field; MBA or relevant postgraduate qualification preferred.
- Minimum of 5 years of experience in relationship management or sales within the financial services or banking sector, with a focus on high-net-worth clients.

Key Performance Indicators: #Key Performance Indicators#

Required Competencies: #Required Competencies#

Required Knowledge: #Required Knowledge#

Required Skills: #Required Skills#

Required abilities

- Physical: #Physical#
- Other: #Other#

Work Environment Details: #Work Setting Details#

Specific requirements

- Travel: #Travel#
- Vehicle: #Vehicle#
- Work Permit: #Work Permit#

Other details

- Pay Rate: #Pay Rate#
- Contract Types: #Contract Types#
- Time Constraints: #Time Constraints#
- Compliance Related: #Compliance Related#
- Union Affiliation: #Union Affiliation#

📌 Relationship Manager Royale (Udaipur)
🏢 AU Small Finance Bank
📍 Udaipur