Urgent | Hiring -Relationship Manager-portfolio Manage

Relationship Manager 

Job Title: Relationship Manager 

Department: Retail Banking 

Experience:(R etail Banking / Wealth / Sales)

Key Responsibilities
Manage and grow a portfolio of Premia customers.
Acquire New-to-Bank (NTB) premium customers.
Deepen existing customer relationships through regular engagement.
Cross-sell banking products such as:CASA
Fixed Deposits (FD)
Mutual Funds
Insurance
Demat Accounts
Credit Cards
Personal Loans & Home Loans
Achieve monthly sales and revenue targets.
Deliver excellent customer service and ensure customer retention.
Ensure KYC, AML, compliance, and documentation are completed as per bank policies.
Coordinate with internal teams for smooth customer onboarding and service delivery.
Eligibility

 experience in Retail Banking, Wealth Management, or Relationship Management.
Strong communication, sales, and relationship-building skills.
Knowledge of investment and banking products.
AMFI/NISM certification is an added advantage.
Required Skills
Customer Relationship Management
Sales & Cross-selling
Portfolio Management
Financial Product Knowledge
Communication & Negotiation
Target Achievement
Problem Solving

Preferred Industry
Private Banks
Wealth Management Firms
NBFCs
Financial Services