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