Walk-in | Relationship Manager- Platinum

Exemplar Global; Jalandhar; On-site; INR 400,000 - 900,000; Full time

Job summary

AU Small Finance Bank in Jalandhar, Punjab seeks a dynamic Relationship Manager to manage and grow relationships with affluent customers. You will drive customer acquisition, portfolio management, and satisfaction while achieving business targets.

The role focuses on advising on CASA, Fixed Deposits, Mutual Funds, Insurance, and Loans, with emphasis on high-quality service and portfolio growth. Prior experience with premium clients is preferred.

Qualifications

• Education: Graduate or MBA.
• Experience in Retail Banking, Wealth Management, or Relationship Management.
• Experience with affluent/premium clients preferred.
• Strong communication, sales and relationship skills.

Responsibilities

• Build and deepen relationships with affluent and high-value customers.
• Acquire new customers and nurture existing relationships.
• Assess customers' financial needs and offer suitable banking products.
• Hit targets for CASA, FDs, mutual funds, insurance and loans.
• Ensure high customer satisfaction and retention.
• Identify opportunities for portfolio growth and cross-sell banking products.

Skills

Communication skills

Sales skills

Relationship management

Education

Graduate or MBA

Job description

Job Description: Relationship Manager Platinum

Company: AU Small Finance Bank
Department: Retail Banking / Wealth Management
Location: Jalandhar, Punjab

Job Summary:

We are looking for a dynamic and result-oriented Relationship Manager Royale to manage and grow relationships with affluent customers. The candidate will be responsible for customer acquisition, portfolio management, customer satisfaction, and achieving business targets.

Key Responsibilities:

• Manage and develop relationships with affluent and high-value customers.
• Acquire new customers and maintain strong relationships with existing clients.
• Understand customers' financial needs and provide suitable banking and financial product solutions.
• Achieve business targets related to CASA, Fixed Deposits, Mutual Funds, Insurance, and Loans.
• Ensure high customer satisfaction and customer retention.
• Identify opportunities for portfolio growth and cross-selling banking products.

Eligibility Criteria:

• Education: Graduate / MBA.
• Experience in Retail Banking, Wealth Management, or Relationship Management.
• Experience in handling affluent or premium banking customers will be preferred.
• Strong communication, sales, and relationship management skills.
• Good customer-handling and business development abilities.

Industry: Banking / Financial Services

Department: Retail Banking / Wealth Management