Relationship Officer

Dream Solution Indore; Hyderabad, Chennai District, Bengaluru; On-site; INR 420,000 - 650,000; Full time

Job summary

Dream Solution Indore is seeking a seasoned professional for retail branch banking to manage relationships with HNIs and NRIs, growing liability products and cross-selling opportunities. You will identify new business avenues, maintain client relationships, and collaborate with internal teams to resolve issues while monitoring market trends.

The role emphasizes independent work, strong communication, and the ability to meet targets in a competitive retail banking environment.

Qualifications

• Experience in retail branch banking or related field.
• Strong understanding of HNI sales principles and practices.
• Excellent communication skills for building rapport with high-end clients.
• Ability to work independently with minimal supervision while meeting targets.

Responsibilities

• Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to grow liability products such as Retail Liabilities, CASA, and Sales.
• Identify new business opportunities through networking, referrals, and market research to expand the customer base.
• Develop and maintain strong relationships with existing clients to increase cross-selling potential for other bank's products.
• Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
• Analyze market trends and competitor activity to stay ahead in the competitive retail branch banking landscape.

Skills

Relationship management

HNI sales

Retail banking

Cross-selling

Job description

Roles and Responsibilities

• Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to grow liability products such as Retail Liabilities, CASA, and Sales.


• Identify new business opportunities through networking, referrals, and market research to expand the customer base.


• Develop and maintain strong relationships with existing clients to increase cross‑selling potential for other bank's products.


• Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.


• Analyze market trends and competitor activity to stay ahead in the competitive retail branch banking landscape.

Desired Candidate Profile

• 2-7 years of experience in retail branch banking or related field.


• Strong understanding of HNI sales principles and practices.


• Excellent communication skills for building rapport with high‑end clients.


• Ability to work independently with minimal supervision while meeting targets.