Relationship Manager-Royal

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

Job summary

SkillLabs Resource Services Pvt. Ltd. is seeking a Relationship Manager for premium CASA sales in Haryana.

The role focuses on acquiring high-value current and savings accounts, managing royal banking relationships, and driving portfolio growth through cross-selling of banking products. You will target premium clients, ensure onboarding compliance, and work to achieve monthly targets while maintaining exceptional service.

Qualifications

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

Responsibilities

• Acquire new high-value CASA customers through market sourcing and references.
• Manage and deepen relationships with premium banking customers.
• Achieve CASA, TPP, and revenue targets.
• Cross-sell products like Insurance, Mutual Funds, FD, Credit Cards, Loans, Forex.
• Ensure customer onboarding, activation and portfolio growth.
• Maintain strong customer engagement and provide superior service.
• 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 targets.

Skills

Relationship management

Sales skills

Communication

KYC & AML compliance

Education

Graduate / Post Graduate

Job description

Job Description (JD)

Role Purpose:

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.)