Relationship Manager – Branch Banking – CASA

Hy Fly Consultancy; India; Remote; INR 800,000 - 1,200,000; Full time

Job summary

A banking consulting firm in India seeks an experienced professional to manage high net worth client relationships. Responsibilities include growing the banking and investment business, managing customer migration, and ensuring excellent service delivery. The ideal candidate should have 4-8 years of experience in retail banking, strong interpersonal skills, and a customer-service orientation.

Qualifications

• 4-8 years of experience in Retail Banking, preferably in relationship or transactional banking.
• Well versed with English and local languages.
• Ability to work under pressure and manage time effectively.

Responsibilities

• Manage banking and investment relationships with High Net Worth clients.
• Grow portfolio profitability through multi-channel strategies.
• Ensure all sales activities are recorded as per organizational processes.

Skills

Customer-service orientation

Selling skills

Negotiation and Persuasion

Relationship Building

Communication

Education

Graduate degree

Master's degree in a related field

Job description

– Managing the banking and investments relationship Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment.

– Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer,

– Proactively and timely identifies potential problem accounts and formulates appropriate risk mitigating strategies.

– Manage customer migration between segments, sub-segments and the HNI business.

– Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.- Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of most important customer segment

– Ensure all sales activity is recorded online as per the organizational process (CRM)

– Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets

– Informs customers about new products or product enhancements to further expand the banking relationship

– Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM)

Desired Candidate Profile :

– Minimum Graduate, Masters degree in a related field will be an added advantage

– Experience of 4- 8 years in Retail Banking; preferably in relationship/transactional banking

– Good time management skills, Selling skill, Interpersonal and communication skills, Well versed with English and local Language.

– Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skills, Organized and Result-orientation

– Willingness to travel as needs require; Honesty and Integrity

– Ability to work under pressure