Relationship Manager-Royal

Job Title: Relationship Manager – Royal / Premium Banking

Role Purpose To manage and grow a portfolio of high-value (HNI / premium) customers , build long-term relationships, and drive revenue through sales of banking, wealth, and investment products .

Key Responsibilities

• Client Relationship Management

• Manage a portfolio of premium / royal customers

• Build strong relationships through regular meetings & engagement

• Ensure high customer satisfaction and retention

• Business Acquisition

• Acquire new high-net-worth customers (NTB – New to Bank)

• Generate leads via references, networking, and market mapping

• Revenue Generation

• Achieve targets for CASA, investments, insurance, and loans

• Increase portfolio value and customer wallet share

• Cross-Selling & Upselling

• Sell products like:

• Mutual Funds / SIP

• Insurance

• Fixed Deposits (FD)

• Loans (Home, Personal, Business)

• Cards & Wealth products

• Portfolio Management

• Regularly review customer financial profile

• Suggest customized financial solutions

• Maintain active engagement with clients

• Compliance & Process

• Follow KYC, AML, and banking guidelines

• Ensure proper documentation and quality sourcing