Preferred Relationship Manager - Branch Banking

SkillLabs Resource Services Pvt. Ltd.; Udaipur District; On-site; INR 600,000 - 900,000; Full time

Job summary

SkillLabs Resource Services Pvt. Ltd. in Rajasthan seeks an experienced banking relationship manager to engage affluent customers and drive sales in a dynamic financial services environment.

You will acquire new clients, cross-sell products such as deposits, loans, mutual funds and insurance, and coordinate with branches to ensure smooth service and strict KYC/AML compliance.

Strong communication, local networking, and a target-driven mindset are essential to build trust and grow portfolio value.

Qualifications

• Experience in banking sales and relationship management.
• Strong communication and interpersonal skills.
• Ability to acquire and cross-sell customers.
• Knowledge of banking and financial products.
• Target-driven with a track record of meeting sales goals.
• Understanding of KYC/AML and banking compliance.
• Ability to engage affluent/preferred customers.
• Strong local market networking abilities.

Responsibilities

• Develop and manage relationships with preferred banking customers.
• Acquire new customers through referrals, leads, and local activities.
• Sell products such as accounts, deposits, loans, mutual funds, and insurance.
• Achieve assigned sales, revenue, and customer targets.
• Identify cross-selling and upselling opportunities.
• Provide high-quality service and resolve customer queries.
• Maintain KYC records and ensure compliance.
• Coordinate with branches for smooth processing of requests.
• Monitor portfolio performance and deepen existing relationships.

Skills

Relationship mgmt

Communication skills

Customer acquisition

Banking products

Target orientation

KYC/AML basics

Affluent client relations

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