Preferred Relationship Manager - Branch Banking

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

Job summary

SkillLabs in Rajasthan, India, seeks an experienced banking relationship manager to grow affluent clientele. You will nurture existing relationships, attract new customers through referrals and local market activities, and tailor financial solutions to clients’ needs.

You will promote a wide range of banking products, meet sales targets, ensure KYC/AML compliance, and coordinate with branches to deliver excellent service and cross-sell opportunities, while maintaining accurate records.

Qualifications

• Experience selling banking products (accounts, loans, deposits) to affluent customers.
• Strong communication and relationship-building skills.
• Familiarity with KYC/AML and banking compliance.

Responsibilities

• Manage relationships with preferred banking customers.
• Acquire new customers through referrals and local activities.
• Sell banking products such as accounts, deposits, mutual funds, loans, and cards.
• Meet sales, revenue, and customer acquisition targets.
• Cross-sell and upsell to deepen relationships.
• Ensure high-quality service and resolve customer queries.
• Maintain accurate customer records and ensure compliance.
• Coordinate with branches and other departments for processing.
• Monitor portfolio performance and customer retention.

Skills

Relationship management

Communication skills

Cross-selling

Banking product knowledge

Sales target focus

KYC/AML knowledge

Affluent clients

Local market networking

Job description

• Manage and develop relationships with Preferred/affluent banking customers.
• Acquire new customers through references, leads, branch walk-ins, and local market activities.
• Sell banking products such as savings/current accounts, fixed deposits, mutual funds, insurance, loans, credit cards, and investment products as applicable.
• Achieve assigned sales, revenue, and customer acquisition targets.
• Understand customers' financial needs and provide suitable product solutions.
• Maintain regular contact with existing customers and identify cross-selling and upselling opportunities.
• Ensure high-quality customer service and resolve customer queries or coordinate with relevant teams for resolution.
• Generate leads through customer referrals and networking.
• Maintain accurate customer records and ensure compliance with KYC, AML, and bank policies.
• Coordinate with branch operations and other departments for smooth processing of customer requests.
• Monitor portfolio performance and deepen relationships with existing customers.

Key Skills

• Relationship management and sales skills
• Good communication and interpersonal skills
• Customer acquisition and cross-selling
• Knowledge of banking and financial products
• Target-oriented approach
• Basic knowledge of KYC/AML and banking compliance
• Ability to build relationships with affluent/preferred customers
• Local market/networking skills

Typical KPIs

• New customer acquisition
• CASA/deposit growth
• Investment and insurance sales
• Loan/credit-card referrals
• Cross-sell ratio
• Revenue generation
• Customer retention and service quality