Relationship Manager
ConfidentialNavi Mumbai30+ days ago
Job descriptionAchieve sales targets across products including CASA, term deposits, loans, credit cards, forex, insurance, and mutual funds. Generate incremental business and increase wallet share by proactively selling retail and commercial banking products. Acquire new customers and deepen relationships within the assigned portfolio. Regularly engage with clients to maintain portfolio quality and desired relationship values. Act as the face of the bank and the primary contact for service and sales-related needs. Drive channel and product penetration to improve overall customer relationship value. Understand financial needs of customers and offer suitable investment products. Ensure transparency in product offerings and build trust through need-based solutions. Generate fee income via sales of mutual funds, insurance, and other investment products. Adhere to internal policies and regulatory guidelines (RBI, SEBI, IRDA, AMFI, etc.). Ensure compliance with BSA, KYC, and risk-related requirements during onboarding and servicing.
Job Summary :
The Relationship Manager – YES Premia is responsible for managing and growing a portfolio of premium retail banking customers. The role focuses on driving business across liabilities, assets, and investment products, deepening client relationships, and ensuring compliance and high service standards for high-value clients.
Key Responsibilities :
Banking & Investment Relationship Management :
- Manage the banking and investment needs of premium branch / retail customers.
- Drive overall growth in liabilities and investment business from mapped relationships.
- Identify potential for revenue expansion and cross-sell opportunities.
Business Development :
Customer Engagement & Servicing :
Investment Advisory :
Audit & Compliance :
Skills Required
Financial Planning, Relationship Management, Hni Client Handling, Investment Advisory
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Relationship Manager • Navi Mumbai
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