Relationship Manager

The Select Relationship Manager is responsible for managing and expanding relationships with premium customers of the bank. The role focuses on portfolio growth, customer engagement, and delivering superior banking solutions across liability, asset, and wealth products.

Key Responsibilities

Acquire new highvalue customers through referrals, networking, and family grouping

Grow the liability portfolio (CASA/FD) through deepening of existing relationships

Drive crosssell of wealth, insurance, investment, and loan products

Conduct regular client meetings and provide endtoend servicing for all banking needs

Enhance customer engagement by offering personalized financial solutions

Achieve monthly revenue, acquisition, and product penetration targets

Participate actively in branchlevel campaigns

Ensure complete adherence to regulatory guidelines and internal compliance processes

Education & Experience

Graduate / Postgraduate (Finance or Commerce preferred)

Minimum 4 years of relevant banking experience

Preferred: 2 years of experience as a Relationship Manager

Experience in targetdriven sales roles is an added advantage

Certifications

Valid AMFI / IRDA certifications (expired certificates may also be considered)

Skills & Competencies

Strong understanding of banking products and processes

Excellent relationship management and customer handling skills

Ability to pitch multiple products confidently

Strong communication and interpersonal skills

Ability to multitask and manage highvalue client expectations

Selfdriven, targetoriented, and adaptable in a fastpaced environment