Job Description
Greeting from !
We are Currently hiring for One of the Leading Bank for Relationship Manager Role.
or -22-406+7712 / ++1.85+11+5141
Location : - Pune
Interview Date : - 21th June 2026
Job Description : -
BUSINESS UNIT BUSINESS UNIT Retail Branch Banking JOB TITLE Relationship Manager REPORTING LINE Head Relationship Manager and Branch Head LOCATION Overall Goal : Is responsible for Retail Branch Banking Retail Branch Banking BUSINESS UNIT Retail Branch BankingJOB TITLE Relationship Manager REPORTING LINE Head Relationship Manager and Branch Head LOCATION Overall Goal : Is responsible for
• Acquisition of new Preferred customers
• Enhancement of the relationship by cross-selling products and services as per the profile & need of the customers
• Deepening the size of the relationship
• Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers
So that
• Bank is the primary banker for these Preferred relationships
• Maximum share of wallet of these customers is with Bank
Key Result / Responsibility Areas : Sales : (Acquiring, Enhancing ,Deepening and Retention)
• Acquire new customers who meet product criteria and flag them on the system
• Referrals generated from existing customers
• Leads generated by branch staff & personal leads
• Databases
• Premier Acquisition Channel
• Increase liabilities size of relationship via :
• Balances in a / cs of existing customer
• Acquire all related ids of the Primary id and send racing request on Web-based system / entry form to CPU for flagging and grouping
• Use FD maturity reports to track maturity of FDs and prevent outflow
• Use wallet profile to track FDs in other banks and divert them into on maturity
• Use wallet profile sheet to track accounts and products with other bank and transfer the same
• Know the customers business to proactively provide financial solutions
• Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support
• Penetration of products across family groups.
• Sales across all product segments-TPP, Assets, Cards etc
Portfolio Management
• Identify existing / new customers who meet Preferred product criteria and flag them on the system and upgrade these customers under the Preferred programme in line with the Preferred grouping criteria
• Liaising with PB to flag eligible customers from Classic portfolio
• Identifying customers through Large Transaction reports (LTR)
• GMs or VPs of all Cat A companies and CSRM salary account companies which meet programme criteria and have future potential
• Ensure that individual customers are grouped and C ustomer T o G roup (CTG) Ratio is maintained on the portfolio
• By grouping them with their family members who already hold accounts
We are Currently hiring for One of the Leading Bank for Relationship Manager Role.
or -22-406+7712 / ++1.85+11+5141
Location : - Pune
Interview Date : - 21th June 2026
Job Description : -
BUSINESS UNIT BUSINESS UNIT Retail Branch Banking JOB TITLE Relationship Manager REPORTING LINE Head Relationship Manager and Branch Head LOCATION Overall Goal : Is responsible for Retail Branch Banking Retail Branch Banking BUSINESS UNIT Retail Branch BankingJOB TITLE Relationship Manager REPORTING LINE Head Relationship Manager and Branch Head LOCATION Overall Goal : Is responsible for
• Acquisition of new Preferred customers
• Enhancement of the relationship by cross-selling products and services as per the profile & need of the customers
• Deepening the size of the relationship
• Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers
So that
• Bank is the primary banker for these Preferred relationships
• Maximum share of wallet of these customers is with Bank
Key Result / Responsibility Areas : Sales : (Acquiring, Enhancing ,Deepening and Retention)
• Acquire new customers who meet product criteria and flag them on the system
• Referrals generated from existing customers
• Leads generated by branch staff & personal leads
• Databases
• Premier Acquisition Channel
• Increase liabilities size of relationship via :
• Balances in a / cs of existing customer
• Acquire all related ids of the Primary id and send racing request on Web-based system / entry form to CPU for flagging and grouping
• Use FD maturity reports to track maturity of FDs and prevent outflow
• Use wallet profile to track FDs in other banks and divert them into on maturity
• Use wallet profile sheet to track accounts and products with other bank and transfer the same
• Know the customers business to proactively provide financial solutions
• Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support
• Penetration of products across family groups.
• Sales across all product segments-TPP, Assets, Cards etc
Portfolio Management
• Identify existing / new customers who meet Preferred product criteria and flag them on the system and upgrade these customers under the Preferred programme in line with the Preferred grouping criteria
• Liaising with PB to flag eligible customers from Classic portfolio
• Identifying customers through Large Transaction reports (LTR)
• GMs or VPs of all Cat A companies and CSRM salary account companies which meet programme criteria and have future potential
• Ensure that individual customers are grouped and C ustomer T o G roup (CTG) Ratio is maintained on the portfolio
• By grouping them with their family members who already hold accounts
💡 Quick Summary
Seeking a career-building opportunity? The Urgent Hiring For RM|BM For Leading Bank| Location position is now open for candidates interested in the Bank Jobs sector. This role in Pune 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.
