Relationship Manager Royale Business

AU SMALL FINANCE BANK

Tonk

On-site

INR 1,200,000 - 2,400,000

Full time

11 days ago

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Job summary

AU Small Finance Bank Limited is seeking a highly motivated Relationship Manager for Royale Business to manage and grow the portfolio within the Sales department. This role demands a strategic relationship management expert who can cultivate strong, long-term partnerships with high-net-worth clients, delivering tailored financial solutions while ensuring regulatory compliance.

The ideal candidate will possess deep knowledge of financial products, exceptional client servicing skills, and the

Qualifications

Responsibilities

Develop and maintain strong relationships with high-net-worth clients to understand their financial goals and provide customized banking solutions.
Identify and pursue new business opportunities within the Royale segment to expand the client base and increase revenue.
Collaborate with internal teams including credit, risk, and product to deliver seamless service and innovative financial products tailored to client needs.
Conduct regular portfolio reviews and financial assessments to ensure client satisfaction and identify opportunities for upselling and cross-selling.
Ensure strict adherence to regulatory compliance, internal policies, and risk management guidelines while managing client relationships.
Prepare and present detailed reports on client portfolio performance, market trends, and business development activities to senior management.
Lead negotiations and close complex deals with clients, ensuring mutually beneficial terms and long-term partnerships.
Organize and participate in client engagement events, seminars, and networking activities to enhance brand visibility and client loyalty.
Monitor competitor activities and market developments to proactively adjust strategies and maintain a competitive edge.
Mentor and guide junior relationship managers and sales staff to build a high-performing team aligned with the bank’s objectives.

Skills

Client Relationship Management

Financial Product Knowledge

Portfolio Management

Business Development

Regulatory Compliance

Risk Assessment

Negotiation Skills

Cross-functional Collaboration

Market Analysis

Sales Strategy Development

Communication and Presentation

Team Leadership

Education

Bachelor’s degree in Finance, Business Administration, or a related field; MBA or equivalent advanced degree preferred.

Minimum of 5-7 years of experience in relationship management or sales within the financial services industry, preferably with exposure to high-net-worth or premium banking segments.

Job description

Financial Product Knowledge

Group Company: AU Small Finance Bank Limited

Designation: Relationship Manager Royale Business

Position description

#*Position description*#

Primary Responsibilities

#*Primary Responsibilities*#

Additional Responsibilities

#*Additional Responsibilities*#

Reporting Team

Reporting Designation: #*Reporting Designation*#
Reporting Department: #*Reporting Department*#

Educational Qualifications Preferred

#*Education and Experience*#

Category: #*Category*#
Field specialization: #*Field specialization*#
Degree: #*Degree*#
Academic score: #*Academic score*#
Institution tier: #*Institution tier*#

Required Certification/s

#*Required Certification/s*#

Required Training/s

#*Required Training/s*#

Required Work Experience

Industry: #*Industry*#
Role: #*Role*#
Years of experience: #*Years of experience*#

Job Brief

We are seeking a highly motivated and experienced professional to manage and grow our Royale Business portfolio within the Sales department at AU Small Finance Bank Limited. This role demands a strategic relationship management expert who can cultivate strong, long-term partnerships with high-net-worth clients, delivering tailored financial solutions that align with their unique needs. The ideal candidate will possess deep knowledge of financial products, exceptional client servicing skills, and the ability to drive business growth while ensuring compliance with regulatory standards. This position plays a critical role in enhancing the bank's market presence and achieving revenue targets through proactive client engagement and cross-functional collaboration.

Responsibilities

Develop and maintain strong relationships with high-net-worth clients to understand their financial goals and provide customized banking solutions.
Identify and pursue new business opportunities within the Royale segment to expand the client base and increase revenue.
Collaborate with internal teams including credit, risk, and product to deliver seamless service and innovative financial products tailored to client needs.
Conduct regular portfolio reviews and financial assessments to ensure client satisfaction and identify opportunities for upselling and cross-selling.
Ensure strict adherence to regulatory compliance, internal policies, and risk management guidelines while managing client relationships.
Prepare and present detailed reports on client portfolio performance, market trends, and business development activities to senior management.
Lead negotiations and close complex deals with clients, ensuring mutually beneficial terms and long-term partnerships.
Organize and participate in client engagement events, seminars, and networking activities to enhance brand visibility and client loyalty.
Monitor competitor activities and market developments to proactively adjust strategies and maintain a competitive edge.
Mentor and guide junior relationship managers and sales staff to build a high-performing team aligned with the bank’s objectives.

Skill

Client Relationship Management
Financial Product Knowledge
Portfolio Management
Business Development
Regulatory Compliance
Risk Assessment
Negotiation Skills
Cross-functional Collaboration
Market Analysis
Sales Strategy Development
Communication and Presentation
Team Leadership

Preferred Qualifications

Bachelor’s degree in Finance, Business Administration, or a related field; MBA or equivalent advanced degree preferred.
Minimum of 5-7 years of experience in relationship management or sales within the financial services industry, preferably with exposure to high-net-worth or premium banking segments.

Key Performance Indicators

#*Key Performance Indicators*#

Required Competencies

#*Required Competencies*#

Required Knowledge

#*Required Knowledge*#

Required Skills

#*Required Skills*#

Required Abilities