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Relationship Manager

Relationship Manager

ConfidentialUdaipur, Jodhpur, Jaipur
30+ days ago
Job description

Key Responsibilities :

Relationship Management

  • Manage the overall banking and investment relationship for HNI clients under the YES FIRST program
  • Drive growth in liabilities and investment business by deepening existing relationships
  • Maintain high service standards to exceed client expectations across the most valuable customer segment
  • Identify potential within current relationships and convert into additional revenue opportunities

Business Development & Sales

  • Achieve sales targets across products including liabilities, retail assets, business banking, forex, cards, and investments
  • Proactively cross-sell the complete suite of consumer and commercial banking products
  • Drive customer acquisition and balance deepening within the assigned portfolio

    • Customer Engagement

  • Regularly engage with mapped HNI customers to maintain portfolio quality and strengthen client relationships
  • Be the primary point of contact for client service and sales satisfaction
  • Promote high levels of channel and product penetration to meet customer banking needs

    • Investment Advisory

  • Offer financial planning and investment advisory services to HNI clients
  • Drive fee-based revenue through the sale of mutual funds, insurance, and other investment products

    • Process Adherence & Compliance

  • Ensure all client interactions and sales activities are recorded digitally as per defined processes
  • Conduct detailed client profiling to identify and maximize business opportunities
  • Comply with internal audit standards, risk management policies, and regulatory requirements

    • Skills Required

    Financial Planning, Relationship Management, Hni Client Handling, Investment Advisory

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    Relationship Manager • Udaipur, Jodhpur, Jaipur