Scope of the Role
Relationship Manager, you will be responsible for managing and growing a portfolio of clients by building strong relationships and delivering customized financial solutions. The role involves acquiring new customers, deepening existing relationships, and driving revenue through banking products like CASA, loans, and wealth solutions.
Job Description
✔ Acquire new clients and generate business through leads and references ✔ Manage HNI / Current Account portfolios and enhance relationship value ✔ Cross-sell banking and financial products ✔ Achieve sales and revenue targets ✔ Ensure high levels of customer satisfaction and service ✔ Maintain compliance with banking policies and processes
Ideal Candidates
Seeking a results-oriented Relationship Manager with strong sales skills and experience in HNI or Current Account portfolio management.