Branch Relationship Manager - Retail Branch Banking

SkillLabs; Panipat; On-site; INR 600,000 - 900,000; Full time

Job summary

SkillLabs in India seeks a Relationship Manager – Platinum Banking to acquire and manage high-value customers, delivering premium banking services and driving revenue through curated portfolios.

You will build long-term relationships, cross-sell CASA, deposits, insurance, mutual funds, cards and loans, and lead client meetings while ensuring compliance and sustained client satisfaction. Freshers with strong communication may apply; MBA preferred; location per branch.

Qualifications

• Graduate in any discipline (MBA preferred).
• Experience in Banking, CASA, Wealth, Insurance, or Sales preferred.
• Freshers with strong communication skills may apply.
• Good communication and relationship management skills.
• Sales-oriented and target-driven.

Responsibilities

• Acquire new Platinum/High Net-Worth customers for the bank.
• Manage and deepen relationships with existing premium customers.
• Cross-sell banking products such as CASA, Fixed Deposits, Insurance, Mutual Funds, Credit Cards, Loans and Wealth Products.
• Understand customer financial needs and provide suitable banking solutions.
• Ensure achievement of monthly sales and revenue targets.
• Maintain high customer service standards and resolve customer queries promptly.
• Conduct client meetings and relationship-building activities.
• Ensure compliance with banking policies and regulatory guidelines.
• Generate leads through references and market activities.

Skills

Relationship management

Sales orientation

Customer engagement

Cross-selling

Education

MBA preferred

Graduate degree

Job description

Job Summary

The Relationship Manager – Platinum Banking is responsible for acquiring and managing high-value customers, maintaining long-term relationships, and driving sales of banking and financial products. The role focuses on providing premium banking services and achieving revenue targets through customer engagement and portfolio management.

Job Title

Relationship Manager – Platinum Banking

Department

Retail Banking / Wealth Banking

Location

As per branch requirement

Job Summary

The Relationship Manager – Platinum Banking is responsible for acquiring and managing high-value customers, maintaining long-term relationships, and driving sales of banking and financial products. The role focuses on providing premium banking services and achieving revenue targets through customer engagement and portfolio management.

Key Responsibilities

• Acquire new Platinum/High Net-Worth customers for the bank.
• Manage and deepen relationships with existing premium customers.
• Cross-sell banking products such as:
  • CASA
  • Fixed Deposits
  • Insurance
  • Mutual Funds
  • Credit Cards
  • Loans and Wealth Products
• Understand customer financial needs and provide suitable banking solutions.
• Ensure achievement of monthly sales and revenue targets.
• Maintain high customer service standards and resolve customer queries promptly.
• Conduct client meetings and relationship-building activities.
• Ensure compliance with banking policies and regulatory guidelines.
• Generate leads through references and market activities.
  

Eligibility Criteria

• Graduate in any discipline (MBA preferred).
• Experience in Banking, CASA, Wealth, Insurance, or Sales preferred.
• Freshers with strong communication skills may also apply (depending on bank requirement).
• Good communication and relationship management skills.
• Sales-oriented and target-driven approach.