Relationship banking head

Job Name – PA (Business Unit) : Head Relationship Banking – Retail Branch Banking

Job Title : (Job Name) – Head Relationship Banking

Business Unit (PA) : Retail Branch Banking

Team : (Sub team in the PA) RBB-North1

Reports to (job) : Branch Manager

Location of role : Based in a branch

Job Fn : Sales

Role Type: Supervisory

No of direct reportees: 5 to +

Travel Required: Heavy

Job Purpose :

The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income.

Ensuring RMs meet the right customers and have a meaningful engagement with customer

Ensuring the RMs are trained and equipped to handle customer queries

Job Responsibilities(JR) : 6 – 8 Areas

Actionable (4-6)

Acquisition of High new worth customers to the Bank

· Acquire new customers who meet product criteria through cross-referencing

· Ensuring timely onboarding of quality accounts in the HNW channel for the bank

· Ensuring lowest depletion of the newly acquired accounts

· Increase liabilities size of relationship via balances in accounts of existing customers

Managing the High Net worth customers of the Bank

· To Enhance & Retain customer profitability by capturing larger share of Wallet

· Ensuring the highest level of service to the customers in the branch

· Profiling Customers and Providing Financial planning & Investment Advise as per customers need

· To ensure maintenance of updated Relationship File

Mentoring the RMs in the branch

· To handle a team of 4 to + Preferred Relationship Manager

· Recruitment and training of Relationship Manager Team and Lead a result oriented team

· Ensuring the RMs are trained and well equipped with data and products to handle and service the customers

· Ensuring the Relationship managers are meeting the right set of customers

· Ensuring joint calls with the relationship managers

· Complaints Handling for the RM Channel

Meeting Business Objectives

· Ensure clarity of Business objectives among staff

· Monitoring quality sales and processes in the Relationship Managers portfolio

· Ensuring the Income Product Holding (IPH) of the Relationship Manager Portfolio and initiating thrust on Cross sell

· Ensuring Sales across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and online trading etc. and achieving the Branch targets

Educational Qualifications (examples listed below)

Key Skills(examples listed below)

· Graduation:

· Post-Graduation:

Certifications:

· AMFI Certification

· IRDA Certification

· NCFM Certification (Optional)

· CAIIB (Optional)

· Sales and Influencing Skills

· Banking Product & Process Knowledge

· NRI Product and Regulatory Knowledge

· Planning and Organizing Skills

· Communication

· Knowledge of Competition & Current trends in financial Industry.

Experience Required (examples listed below)
• Minimum experience in years – 3 years in Retail Branch Banking in HNW Channel
• Exposure to banking preferable

Major Stakeholders(intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) (examples listed below)

· Customers

· Branch Banking Team

· Operations- WBO

· NR Product Team

· Treasury

· HLIC

· Insurance CAM

· MF Fund houses personnel

· HSL personnel

· Corporate banking

· Corporate Salary

· Wholesale banking

· TPP Team

· Assets Team

Job Type: Full-time

Salary: Up to ₹2,500,000.00 per year

Benefits:
• Provident Fund

Schedule:
• Day shift

Supplemental pay types:
• Performance bonus

Ability to commute/relocate:
• Pune, Maharashtra: Reliably commute or planning to relocate before starting work (Required)

Experience:
• total work: 10 years (Preferred)

Speak with the employer
++1 82++077105
Application Deadline: 1+/03/2026