Relationship Manager - Royal

The Relationship Manager (Royal) is responsible for managing and growing relationships with high-value (affluent/priority) customers. The role focuses on delivering personalized financial solutions, enhancing customer experience, and achieving revenue targets through cross-selling banking and investment products.

Key Responsibilities

• Manage a portfolio of Royal / High Net-Worth Individual (HNI) clients.

• Build and maintain strong, long-term relationships with customers.

• Understand client financial needs and provide customized solutions.

• Cross-sell banking products such as:

• Savings & Current Accounts

• Fixed Deposits

• Mutual Funds & Investments

• Insurance (Life & General)

• Loans (Home, Personal, etc.)

• Achieve assigned sales and revenue targets.

• Ensure high level of customer satisfaction and retention.

• Provide regular portfolio updates and financial advice to clients.

• Acquire new Royal clients through referrals and leads.

• Maintain compliance with banking regulations and internal policies.

Key Skills Required

• Strong communication and interpersonal skills
• Sales and negotiation ability
• Relationship management skills
• Knowledge of banking and financial products
• Customer-centric approach
• Target-driven mindset