Relationship Manager Platinum

AU Small Finance Bank; Agra District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

AU Small Finance Bank Limited in India seeks a Relationship Manager Platinum to manage High Net Worth client portfolios, deepen banking relationships, and drive cross-sell of products. You will target CASA growth, onboarding, and CRM activities while ensuring service quality.

The role requires proactive client engagement, field travel, and a strong compliance mindset, with 0–3 years of experience. The position emphasizes integrity, customer-centric service, and the ability to leverage digital

Qualifications

• Professional communication with regional language proficiency, and fluent spoken and written skills.
• Customer-centric mindset and actions, respectful client handling.
• Experience or capability in sales forecasting and reporting processes.

Responsibilities

• Manage and grow the banking and investment relationships of HNI clients within the portfolio.
• Increase CASA balances by deepening existing relationships and acquiring NTB customers.
• Drive growth in liabilities and investment products within the HNI segment.
• Cross-sell and up-sell across the Bank’s product suite to ensure profitability.
• Record all sales and client engagement activities in the CRM system and ensure accurate profiling.
• Ensure compliance with KYC and AML during onboarding and account-opening processes.

Skills

Professional Communication

Relationship Management

Sales Forecasting & Reporting

Job description

Job Description

2 - 8 Years

Full Time

Group Company:

AU Small Finance Bank Limited

Designation:

Relationship Manager Platinum

Position description:

Accountable for meeting sales targets (No. and value) as per the defined scorecard

Primary Responsibilities:

• Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
• Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
• Drive overall growth in liabilities and investment products within the HNI segment.
• Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
• Develop and expand customer relationships for both liability and retail asset products.
• Inform clients about new products and enhancements to deepen and broaden banking relationships.
• Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
• Manage segment-wise customer migration to enhance profitability and optimize service delivery.

Additional Responsibilities:

• Deliver a superior service experience that exceeds the expectations of AU clients.
• Proactively identify potential problem accounts and implement risk-mitigating strategies.
• Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
• Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
• Accurately and consistently record all sales and client engagement activities in the CRM system.
• Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
• Foster long-term client relationships through trust, transparency, and proactive engagement.

Reporting Team

• Reporting Designation:
• Reporting Department:
• Category:
• Field specialization:
• Degree:
• Academic score:
• Institution tier:

Required work experience

• Years of experience: 0 to 3

Key Performance Indicators: Business Volume, Average Ticket size, Boarding rate

Required Competencies

• ownership and accountability for results
• Customer-centric mindset and actions
• adept at handling digital business apps and software
• hard work and detail-orientation
• eager to learn and grow as a banking professional
• positive mindset, ethical and high integrity
• Bias for Action and Urgency

Required Knowledge

• Aptitude for lead generation
• Target Market Knowledge - Local Area geography familiarity
• Familiarity with Digital applications
• Detailed data collection/recording

Required Skills

• Professional Communication - Regional language proficiency, verbal and written fluency, soft-spoken
• Relationship Management - Client-Centric Approach, respectful
• Sales Forecasting & Reporting

Required abilities

• Physical: 1. Physical fitness2. Mental agility3. Ability to do extensive field travel/work4. Ability to handle work pressure and demanding clients
• Other: 1. Valid Two-Wheeler Driving License2. Personal 2-wheeler3. Own Smartphone4. track record of past employment5. Positive reference check and clear civil report

Specific requirements

• Travel: High
• Vehicle: 2-wheeler
• Contract Types: Permanent
• Time Constraints: Flexibile workhours as per business requirement
• Compliance Related: 1. Aherence to Code of Conduct policy of the bank2. Non-disclosure of confidential information about bank, clients3. Responsible handling of bank assets s.a. ID Card, SIM, Marketing material, digital devices, Receipt book etc.4. Ensure adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) guidelines during all customer onboarding and account-opening processes.

Job Snapshot

Updated Date

28-10-2026

Job ID

Job51767

Department

Location