Job Description
JOB DESCRIPTION Relationship Manager Exp: 5 Yrs Loc: Mumbai Primary Skills: Sales, Acquisition Roles and Responsibilities • Managing the banking and investments relationship Au Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment. • Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer, • Proactively and timely identifies potential problem accounts and formulates appropriate risk. • mitigating strategies. • Manage customer migration between segments, sub-segments and the HNI business. • Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels. • Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of most important customer segment • Ensure all sales activity is recorded online as per the organizational process (CRM) • Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets. • Informs customers about new products or product enhancements to further expand the banking relationship. • Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM) • Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities • Responsible for ensuring that the Sales targets in no's & values are met as per defined scorecard. Desired Candidate Profile • Minimum Graduate, Masters degree in a related field will be an added advantage. • Experience of 4- 8 years in Retail Banking; preferably in relationship/transactional banking • Good time management skills, selling skill, Interpersonal and communication skills, Well versed with English and local Language. • Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skills, Organized and Result-orientation. • Willingness to travel as needs require, Honesty and Integrity • Ability to work under pressure
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | Banking | Delhi NCR position is now open for candidates interested in the Bank Jobs sector. This role in Noida offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.