Relationship Manager Royale Business

AU SMALL FINANCE BANK

Dungarpur

Presencial

INR 600.000 - 900.000

Jornada completa

Hace 12 días

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Descripción de la vacante

AU Small Finance Bank Limited seeks an experienced Relationship Manager Royale Business to manage high-net-worth client portfolios and deliver tailored financial solutions. You will lead client engagements, collaborate with product teams, and drive revenue growth while maintaining risk and compliance.

Required: 5–7 years in relationship management within financial services and a finance-related degree; role involves mentoring junior staff and representing the bank in client meetings across

Formación

Bachelor’s degree in Finance, Business Administration, or related field.
5–7 years of relationship management experience with high-net-worth clients.
Experience in premium banking and wealth advisory services.

Responsabilidades

Develop and maintain strong relationships with high-net-worth clients to understand financial goals and provide tailored banking solutions.
Identify and pursue new business opportunities within the Royale segment to expand client base and market share.
Collaborate with internal teams to design customized financial products meeting client requirements and regulatory standards.
Conduct regular portfolio reviews and financial assessments to ensure client satisfaction and optimize product utilization.
Lead negotiations and close complex financial deals ensuring risk and profitability targets are met.
Monitor market trends and competitor activities to maintain a competitive edge in financial services.

Conocimientos

High-Net-Worth Client Management

Financial Product Knowledge

Portfolio Management

Sales and Business Development

Negotiation and Deal Closure

Risk Assessment and Compliance

Market Analysis

Wealth Management Advisory

CRM Software

Communication and Interpersonal Skills

Financial Planning

Team Leadership and Mentoring

Educación

Bachelor’s degree in Finance/Business Administration

Herramientas

CRM Software

Descripción del empleo

Financial Product Knowledge
Wealth Management Advisory
Financial Planning

Group Company

AU Small Finance Bank Limited

Designation

Relationship Manager Royale Business

Position description

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Primary Responsibilities

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Additional Responsibilities

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Reporting Team

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Educational Qualifications Preferred

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Job Brief

We are seeking a highly motivated and experienced professional to manage and grow our high-net-worth client portfolio within AU Small Finance Bank Limited's Sales department. This role demands a strategic relationship management expert who can deliver personalized financial solutions, foster long-term client loyalty, and drive revenue growth in the competitive financial services sector. The ideal candidate will possess deep knowledge of banking products, exceptional client engagement skills, and the ability to navigate complex financial needs while aligning with the bank's commitment to customer‑centric service and sustainable growth.

Responsibilities

Develop and maintain strong relationships with high-net-worth clients to understand their financial goals and provide tailored banking solutions.
Identify and pursue new business opportunities within the Royale segment to expand the client base and increase the bank’s market share.
Collaborate with internal teams to design customized financial products and services that meet client requirements and comply with regulatory standards.
Conduct regular portfolio reviews and financial assessments to ensure client satisfaction and optimize product utilization.
Lead negotiations and close complex financial deals, ensuring alignment with the bank’s risk management policies and profitability targets.
Monitor market trends and competitor activities to proactively adjust strategies and maintain a competitive edge in the financial services industry.
Provide expert advice on investment, lending, and wealth management products to support clients’ comprehensive financial planning.
Ensure timely resolution of client queries and issues, maintaining high standards of service quality and client retention.
Prepare detailed reports and presentations for senior management on client portfolio performance and business development initiatives.
Mentor and guide junior relationship management staff to enhance team capabilities and service delivery.

Skill

High-Net-Worth Client Management
Financial Product Knowledge
Portfolio Management
Sales and Business Development
Negotiation and Deal Closure
Risk Assessment and Compliance
Market Analysis
Wealth Management Advisory
Customer Relationship Management (CRM) Software
Communication and Interpersonal Skills
Financial Planning
Team Leadership and Mentoring

Preferred Qualifications

Bachelor’s degree in Finance, Business Administration, or a related field; MBA or relevant postgraduate qualification preferred.
Minimum of 5-7 years of experience in relationship management within the financial services sector, specifically handling high-net-worth or premium clients.

Key Performance Indicators

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Required Competencies

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Required Knowledge

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