Job Description
Full Job Description
Designation: Relationship Manager
RM Platinum – Upto 6.75 LPA
Qualification: Graduate, Preferably Post Graduate
Objective:
The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, integrating and coordinating all Banks’ Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client
Roles And Responsibilities:
Managed the banking and investments relationship with AU Royale clients and was responsible for the overall growth of the liabilities & Investment business from the 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
Job Types: Full-time, Regular / Permanent
Salary: ₹23+,142.16 - ₹678,877.80 per year
Benefits:
Cell phone reimbursement
Health insurance
Provident Fund
Schedule:
Day shift
Morning shift
Supplemental pay types:
Commission pay
Joining bonus
Performance bonus
Quarterly bonus
Shift allowance
Yearly bonus
Ability to commute/relocate:
Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
How many years of casa account experience do you have?
Are you From Banking Industry?
Education:
Bachelor's (Required)
Experience:
Sales: 1 year (Required)
Speak with the employer
++1-XXXXXXXXXX
Designation: Relationship Manager
RM Platinum – Upto 6.75 LPA
Qualification: Graduate, Preferably Post Graduate
Objective:
The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, integrating and coordinating all Banks’ Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client
Roles And Responsibilities:
Managed the banking and investments relationship with AU Royale clients and was responsible for the overall growth of the liabilities & Investment business from the 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
Job Types: Full-time, Regular / Permanent
Salary: ₹23+,142.16 - ₹678,877.80 per year
Benefits:
Cell phone reimbursement
Health insurance
Provident Fund
Schedule:
Day shift
Morning shift
Supplemental pay types:
Commission pay
Joining bonus
Performance bonus
Quarterly bonus
Shift allowance
Yearly bonus
Ability to commute/relocate:
Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
How many years of casa account experience do you have?
Are you From Banking Industry?
Education:
Bachelor's (Required)
Experience:
Sales: 1 year (Required)
Speak with the employer
++1-XXXXXXXXXX
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager 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.
