Relationship Manager Royale (HNI Clients) JOBSTATION.
JOBSTATION.
Office Location
Full Time
Experience: 3 - 3 years required
Pay: INR 400000 - INR 800000 /year
Type: Full Time
Location: Ajmer
Skills: hni client handling, portfolio managers, branch banking, retail banking, casa, Banking Sales, Portfolio Management, uhni
About JOBSTATION.
Job Description
Job Title: Relationship Manager Royale (HNI Clients)
Location: Bank Branches Across India
Company: Leading Private Sector Bank
Department: Liabilities Sales | Branch Banking
Grade: Sr. Executive / Assistant Manager / Deputy Manager / Manager
Experience: 4 to 8 Years
Qualification: Graduate (Postgraduate preferred)
Job Description
We are looking for dynamic and customer-focused Relationship Managers to manage and grow our portfolio of High Net Worth (HNI) clients under the Royale Banking segment.
Key Responsibilities:
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Manage and grow HNI customer relationships for liabilities and retail assets.
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Drive CASA and investment product sales through portfolio deepening and NTB (New to Bank) acquisitions.
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Provide superior banking and investment service to Au Royale clients.
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Ensure high customer satisfaction through effective client engagement and advisory.
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Regularly use CRM tools to track interactions and opportunities.
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Comply with internal KYC, AML, and risk management guidelines.
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Ensure achievement of sales targets as per defined scorecards.
Desired Candidate Profile
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Experience: 4-8 years in Retail/Transactional/Relationship Banking, preferably handling HNI clients.
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Strong interpersonal, negotiation, and customer service skills.
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Fluent in English and local language; excellent communication skills.
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High ethical standards with a passion for customer success.
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Willingness to travel and ability to work under pressure.
Key Skills
Relationship Management, HNI Client Handling, Banking Sales, CASA, Investments, Liabilities, Retail Banking, CRM, KYC, AML, Portfolio Management