Relationship Manager

The Relationship Manager will be responsible for managing Premium/HNI existing customers and acquiring new bank customers. The role involves servicing the banking needs of mapped clients, building customer relationships, and growing the client portfolio.

Key responsibilities:

* Manage an existing portfolio of Premium/HNI clients and identify opportunities for upselling and cross-selling.

* Focus on banking and wealth-related products including banking products, life/general insurance, mutual funds and broking.

* Acquire new premium customers through referrals, self-generated leads and assigned campaign leads.

* Generate new business and increase customer wallet share through cross-selling of bank and TPP products.

* Build strong relationships with customers and provide financial guidance related to investments, insurance and banking transactions.

* Achieve assigned sales and product-mix targets.

* Meet cross-sell targets and maintain strong sales productivity.

* Conduct client meetings and sales calls as per bank benchmarks.

* Maintain daily sales reports and ensure effective client coverage.

* Follow all applicable bank policies, procedures and regulatory requirements.

* Maintain the highest standards of honesty, transparency and integrity.