Relationship Manager

Openmind Hr Solutions; Amritsar; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Openmind Hr Solutions is seeking an experienced Senior Relationship Manager to deepen relationships with HNI/UHNI clients and drive growth in CASA, deposits, and wealth products. The role emphasizes acquiring high-value customers through referrals, cross-selling wealth, insurance, investments, and lending, while delivering superior service.

The ideal candidate has 6–9 years in Retail Banking or Wealth Management with strong sales and relationship skills and a graduate/postgraduate degree.

Qualifications

• Graduate or postgraduate from a recognized university.
• 6–9 years of experience in Retail Banking, Relationship Management, Wealth Management, or Premium Banking.
• Strong sales and customer relationship management skills.

Responsibilities

• Manage and deepen relationships with HNI/UHNI customers.
• Acquire new affluent and high-value customers through referrals and market sourcing.
• Drive growth in CASA, Fixed Deposits, and third-party products.
• Cross-sell Wealth, Insurance, Investment, and Lending products.
• Deliver superior customer service and ensure high customer satisfaction.
• Conduct regular portfolio reviews and identify opportunities for relationship expansion.
• Achieve assigned business, revenue, and customer acquisition targets.
• Ensure compliance with bank policies, KYC, and regulatory guidelines.

Skills

Sales

Relationship management

Education

Graduate or Postgraduate

Job description

Job description

Role & responsibilities :

• Manage and deepen relationships with HNI/UHNI customers.
• Acquire new affluent and high-value customers through referrals and market sourcing.
• Drive growth in CASA, Fixed Deposits, and third-party products.
• Cross-sell Wealth, Insurance, Investment, and Lending products.
• Deliver superior customer service and ensure high customer satisfaction.
• Conduct regular portfolio reviews and identify opportunities for relationship expansion.
• Achieve assigned business, revenue, and customer acquisition targets.
• Ensure compliance with bank policies, KYC, and regulatory guidelines.

Preferred candidate profile

• Graduate/Postgraduate from a recognized university.
• 6-9 years of experience in Retail Banking, Relationship Management, Wealth Management, or Premium Banking.
• Strong Sales and customer relationship management.