Relationship Manager

Indusind Bank; Rajasthan; On-site; INR 600,000 - 900,000; Full time

Job summary

IndusInd Bank is seeking a Relationship Manager to manage Premium/HNI clients and acquire new customers in Rajasthan. You will service banking needs, build relationships, and grow the client portfolio while meeting sales targets.

The role focuses on wealth-related products and cross-selling across banking, insurance, mutual funds and broking. Strong communication and regulatory compliance are essential.

Qualifications

• Experience in managing Premium/HNI clients.
• Strong communication and sales orientation.
• Knowledge of banking, wealth, insurance and financial products.

Responsibilities

• Manage an existing portfolio of Premium/HNI clients and identify upsell opportunities.
• Focus on banking and wealth products including banking products, insurance, mutual funds, and broking.
• Acquire new premium customers through referrals and campaigns.
• Generate new business and increase wallet share via cross-selling bank and product offerings.
• Provide financial guidance related to investments, insurance and banking transactions.
• Meet sales targets and maintain productivity.
• Conduct client meetings and sales calls per bank benchmarks, maintain daily sales reports.

Job description

The Relationship Manager will be responsible for managing Premium/HNI existing customers and acquiring new bank customers. The role involves servicing the banking needs of mapped clients, building customer relationships, and growing the client portfolio.

Key responsibilities:

• Manage an existing portfolio of Premium/HNI clients and identify opportunities for upselling and cross-selling.
• Focus on banking and wealth-related products including banking products, life/general insurance, mutual funds and broking.
• Acquire new premium customers through referrals, self-generated leads and assigned campaign leads.
• Generate new business and increase customer wallet share through cross-selling of bank and TPP products.
• Build strong relationships with customers and provide financial guidance related to investments, insurance and banking transactions.
• Achieve assigned sales and product-mix targets.
• Meet cross-sell targets and maintain strong sales productivity.
• Conduct client meetings and sales calls as per bank benchmarks.Maintain daily sales reports and ensure effective client coverage.
• Follow all applicable bank policies, procedures and regulatory requirements.
• Maintain the highest standards of honesty, transparency and integrity.