Relationship Manager Royale (HNI Clients)

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:
• Manage and grow HNI customer relationships for liabilities and retail assets.
• Drive CASA and investment product sales through portfolio deepening and NTB (New to Bank) acquisitions.
• Provide superior banking and investment service to Au Royale clients.
• Ensure high customer satisfaction through effective client engagement and advisory.
• Regularly use CRM tools to track interactions and opportunities.
• Comply with internal KYC, AML, and risk management guidelines.
• Ensure achievement of sales targets as per defined scorecards.

Desired Candidate Profile
• Experience: 4-8 years in Retail/Transactional/Relationship Banking, preferably handling HNI clients.
• Strong interpersonal, negotiation, and customer service skills.
• Fluent in English and local language; excellent communication skills.
• High ethical standards with a passion for customer success.
• 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