Walk-in || Preferred Relationship Manager

We are hiring experienced Relationship Managers for the Preferred Banking segment to acquire and manage High Net-Worth (HNW) customers, grow customer relationships, increase wallet share, and drive sustainable business growth.

Preferred candidate profile

Candidates currently working as Relationship Managers in Banks / Financial Services will be preferred.

Experience in managing HNI/HNW or affluent customer portfolios will be an advantage.

Strong experience in customer acquisition, portfolio management, cross-selling, and relationship deepening.

Good understanding of banking products and financial solutions.

Strong sales, communication, and customer relationship skills.

Key Responsibilities:

Acquire new HNW customers meeting the required eligibility and product criteria.

Manage and grow the HNW portfolio through continuous customer engagement and relationship deepening.

Enhance overall portfolio value while maintaining portfolio hygiene.

Cross-sell banking products based on customer needs and financial goals.

Increase wallet share, product penetration, and holdings in income-generating products.

Control portfolio attrition and consistently achieve revenue and business targets.

Identify and drive cross-sell opportunities through customer profiling and relationship management.

Ensure accurate and error-free documentation across customer transactions.

Maintain strict adherence to KYC, AML, regulatory norms, and internal processes.

Support branch campaigns, market initiatives, and process improvement initiatives.

Deliver prompt and high-quality customer service and resolve queries within defined TAT.

Proactively manage customer complaints and ensure timely follow-up.

Promote digital and direct banking channels to enhance customer convenience.

Key Skills: Relationship Management, HNI Relationship Management, HNW Customer Management, Retail Banking, Customer Acquisition, Portfolio Management, Cross Selling, Banking Products, Revenue Generation, Customer Retention, KYC, AML, Customer Service.