Relationship Manager-Platinum

SkillLabs; Amritsar; On-site; INR 600,000 - 900,000; Full time

Job summary

SkillLabs is seeking a Relationship Manager – Platinum Banking in Amritsar to manage and grow a portfolio of high-value customers by offering personalized banking and wealth solutions. You will deepen relationships, drive revenue, and deliver a premium customer experience.

The role requires managing a Platinum/HNI client base, acquiring premium customers, and cross-selling CASA, wealth products, and loans. You will coordinate with internal teams to ensure seamless service delivery and meet

Qualifications

• Proven ability to sell premium banking products and manage high-value clients.
• Excellent communication and interpersonal skills; capable of building trust with HNI customers.
• Strong knowledge of CASA, mutual funds, insurance, loans and other wealth products.

Responsibilities

• Manage a portfolio of Platinum/HNI clients and grow revenue.
• Acquire new premium customers through referrals, leads and networking.
• Cross-sell banking and wealth products: CASA, mutual funds, insurance, bonds, loans.
• Ensure portfolio growth in revenue and customer engagement.
• Maintain strong customer relationships through regular interactions and customized solutions.
• Achieve monthly and quarterly sales targets and ensure regulatory compliance.
• Coordinate with internal teams for seamless service delivery.

Skills

Relationship building

Sales targets

Banking products knowledge

Wealth products knowledge

Negotiation skills

Networking

Job description

Job Title: Relationship Manager – Platinum Banking

Role Overview

The Relationship Manager (Platinum Banking) is responsible for managing and growing a portfolio of high-value customers by offering personalized banking and wealth solutions. The role focuses on deepening relationships, increasing revenue, and delivering a premium customer experience.

Key Responsibilities

• Manage a portfolio of Platinum / High Net-Worth (HNI) clients


• Acquire new premium customers through referrals, leads, and networking


• Cross-sell banking and financial products:




• CASA (Current & Savings Accounts)


• Wealth products (Mutual Funds, Insurance, Bonds)


• Loans (Personal, Home, Business)




• Ensure portfolio growth in terms of revenue and customer engagement


• Maintain strong customer relationships through regular interactions


• Provide customized financial solutions based on client needs


• Achieve monthly and quarterly sales targets


• Ensure compliance with banking and regulatory guidelines


• Coordinate with internal teams for seamless service delivery

Key Skills Required

• Strong communication and relationship-building skills


• Sales and target-oriented mindset


• Knowledge of banking & wealth products


• Negotiation and influencing skills


• Customer-centric approach


• Networking ability