Relationship Manager-Royal

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

Job summary

SkillLabs in India is seeking an experienced Relationship Manager to acquire and manage premium CASA customers, grow the CASA portfolio, and drive revenue through cross-selling banking products.

You will identify high-value client opportunities, deepen relationships with royal/premium clients, and work towards monthly sales targets while ensuring KYC/AML compliance and superior service.

Qualifications

• Graduate or postgraduate degree, preferred.
• Experience in Banking / CASA / Liabilities / Relationship Management, preferred.
• Strong communication and sales capabilities.
• Familiarity with banking products and customer handling.

Responsibilities

• Acquire new high-value CASA customers through market sourcing and references.
• Manage and deepen relationships with premium/royal banking customers.
• Achieve CASA, TPP, and revenue targets assigned by the bank.
• Cross-sell products such as Insurance, Mutual Funds, FD, Credit Cards, Loans, Forex.
• Ensure customer onboarding, activation, and portfolio growth.
• Maintain strong customer engagement and provide superior service experience.
• Generate leads through field visits, networking, and references.
• Ensure compliance with KYC, AML, and bank policies.
• Coordinate with internal teams for customer servicing and issue resolution.
• Maintain portfolio quality and achieve monthly business targets.

Skills

Strong communication

Sales skills

Customer handling

Knowledge of banking products

Education

Graduate / Post Graduate

Job description

Role Purpose

Responsible for acquiring and managing premium / high-value customers, increasing CASA portfolio, and driving revenue through cross-selling banking products.

Job Description (JD)

Responsible for acquiring and managing premium / high-value customers, increasing CASA portfolio, and driving revenue through cross-selling banking products.

Key Responsibilities

• Acquire new high-value Current Account & Savings Account (CASA) customers through market sourcing and references.
• Manage and deepen relationships with premium / royal banking customers.
• Achieve CASA, TPP, and revenue targets assigned by the bank.
• Cross-sell products such as Insurance, Mutual Funds, FD, Credit Cards, Loans, Forex, etc.
• Ensure customer onboarding, activation, and portfolio growth.
• Maintain strong customer engagement and provide superior service experience.
• Generate leads through field visits, networking, and references.
• Ensure compliance with KYC, AML, and bank policies.
• Coordinate with internal teams for customer servicing and issue resolution.
• Maintain portfolio quality and achieve monthly business targets.

Eligibility

• Graduate / Post Graduate preferred.
• Experience in Banking / CASA / Liabilities / Relationship Management preferred.
• Strong communication and sales skills.
• Knowledge of banking products and customer handling.

Preferred Experience

CASA Sales, Wealth RM, Priority Banking, HNI Customer Handling, Branch Banking, Liabilities Sales.

(Prepared based on common RM Royal / premium banking CASA role requirements.)