Relationship Manager - Royal

SkillLabs; Amritsar; Vor Ort; INR 1.200.000 - 1.800.000; Vollzeit

Zusammenfassung

SkillLabs invites applications for a Relationship Manager (Royal) to manage and grow relationships with high-value clients, primarily HNIs. You will tailor financial solutions, drive client satisfaction, and achieve revenue targets through cross-selling banking and investment products.

You will build enduring relationships, provide portfolio updates, and comply with banking regulations while expanding the Royal client base through referrals and proactive outreach.

Qualifikationen

• Experience handling high net-worth (HNI) clients.
• Ability to cross-sell banking and investment products.
• Strong client-centric approach and advisory mindset.

Aufgaben

• Manage a portfolio of Royal/HNI clients.
• Build and maintain long-term client relationships.
• Understand client financial needs and provide customized solutions.
• Cross-sell banking products: savings/current accounts, deposits, mutual funds, insurance, loans.
• Achieve sales and revenue targets.
• Ensure customer satisfaction and retention.
• Provide regular portfolio updates and financial advice.
• Acquire new Royal clients through referrals and leads.
• Maintain compliance with regulations and policies.

Kenntnisse

Communication skills

Sales ability

Relationship management

Banking knowledge

Jobbeschreibung

The Relationship Manager (Royal) is responsible for managing and growing relationships with high-value (affluent/priority) customers. The role focuses on delivering personalized financial solutions, enhancing customer experience, and achieving revenue targets through cross-selling banking and investment products.

Key Responsibilities

• Manage a portfolio of Royal / High Net-Worth Individual (HNI) clients.
• Build and maintain strong, long-term relationships with customers.
• Understand client financial needs and provide customized solutions.
• Cross-sell banking products such as:
  • Savings & Current Accounts
  • Fixed Deposits
  • Mutual Funds & Investments
  • Insurance (Life & General)
  • Loans (Home, Personal, etc.)
• Achieve assigned sales and revenue targets.
• Ensure high level of customer satisfaction and retention.
• Provide regular portfolio updates and financial advice to clients.
• Acquire new Royal clients through referrals and leads.
• Maintain compliance with banking regulations and internal policies.

Key Skills Required

• Strong communication and interpersonal skills
• Sales and negotiation ability
• Relationship management skills
• Knowledge of banking and financial products
• Customer-centric approach
• Target-driven mindset