Relationship Manager Platinum

AU Small Finance Bank; Vijainagar; On-site; INR 600,000 - 900,000; Full time

Job summary

AU Small Finance Bank Limited invites applications for a Relationship Manager Platinum to strengthen high-net-worth client relationships, drive liabilities and investment growth, and deliver superior banking experiences across the portfolio. The role focuses on expanding CASA, cross-selling, and using CRM insights to optimize profitability while ensuring compliance with KYC/AML and bank policies.

Frequent field travel and flexible hours form part of duties.

Qualifications

• 0–3 years of work experience in banking or sales.
• Familiarity with high-net-worth client servicing and CRM tools.

Responsibilities

• Meet sales targets (number and value) for HNI clients in the portfolio.
• Grow banking and investment relationships within the portfolio and with NTB clients.
• Increase CASA balances and drive liability/investment product penetration.
• Cross-sell and up-sell across the bank's product suite to optimize profitability.
• Profile clients in CRM and identify opportunities for product enhancements.
• Ensure compliance with KYC/AML and bank policies during onboarding and ongoing relations.

Skills

Relationship Management

Sales & Targets

HNI Banking

CRM/Data Entry

Digital Banking

Job description

Full Time

Job Description

Group Company: AU Small Finance Bank Limited

Designation: Relationship Manager Platinum

Office Location:

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

Primary Responsibilities:

• 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.3. Drive overall growth in liabilities and investment products within the HNI segment.4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).5. Develop and expand customer relationships for both liability and retail asset products.6. Inform clients about new products and enhancements to deepen and broaden banking relationships.7. Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.8. Manage segment-wise customer migration to enhance profitability and optimize service delivery.

Additional Responsibilities:

• 1. Deliver a superior service experience that exceeds the expectations of AU clients.2. Proactively identify potential problem accounts and implement risk-mitigating strategies.3. Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.4. Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.5. Accurately and consistently record all sales and client engagement activities in the CRM system.6. Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.7. 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 Certification/s:

Required Training/s:

Required work experience

• Years of experience: 0 to 3

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

Required Competencies: 1. ownership and accountability for results2. Customer-centric mindset and actions3. adept at handling digital business apps and software4. hard work and detail-orientation5. eager to learn and grow as a banking professional6. positive mindset, ethical and high integrity7. Bias for Action and Urgency

Required Knowledge: 1. Aptitude for lead generation2. Target Market Knowledge - Local Area geography familiarity3. Familiarity with Digital applications5. Detailed data collection/recording

Required Skills: 1. Professional Communication - Regional language proficiency, verbal and written fluency, soft-spoken2. Relationship Management - Client-Centric Approach, respectful3. 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
• Pay Rate:
• 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.
• Union Affiliation:

Job Snapshot

Updated Date

29-10-2026

Job ID

Job51392

Department

Location