Job Description
Job Description
Relationship Manager
Exp: 4 to 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
Relationship Manager
Exp: 4 to 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 CASA position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
