Relationship Manager Royale Business

AU Small Finance Bank; Degana; On-site; INR 800,000 - 1,200,000; Full time

Job summary

AU Small Finance Bank is seeking a High Net Worth Relationship Manager to supervise a portfolio of HNI clients, integrating bank products and resources to maximize profitability for both the bank and the client.

The role focuses on growing Liabilities Investment business from the HNI segment, managing the Au Royale client base, deepening relationships, and leveraging CRM to record sales and service delivery across channels.

Qualifications

• Experience in managing HNI banking relationships.
• Deep knowledge of Liabilities and Investments for high net worth clients.
• Ability to leverage multi-channel delivery channels for product sales.

Responsibilities

• Increase CASA balance in the allocated portfolio through deepening or NTB acquisition.
• Proactively and timely identifies potential problem accounts and formulates appropriate risk mitigating strategies.
• Manage customer migration between segments, sub-segments and the HNI business.
• Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.
• Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of most important customer segment.
• Ensure all sales activity is recorded online as per the organizational process (CRM).
• Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets.
• Informs customers about new products or product enhancements to further expand the banking relationship.
• Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM).

Skills

Relationship management

Client servicing

CRM

Portfolio management

Tools

CRM software

Job description

Job Summary

The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, integrating and coordinating all Banks' Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client.

Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities Investment business from HNI segment.

Responsibilities

• Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer.
• Proactively and timely identifies potential problem accounts and formulates appropriate risk mitigating strategies.
• Manage customer migration between segments, sub-segments and the HNI business.
• Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.
• Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of most important customer segment.
• Ensure all sales activity is recorded online as per the organizational process (CRM).
• Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets.
• Informs customers about new products or product enhancements to further expand the banking relationship.
• Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM).

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.