Relationship Manager Royal
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Job Location:
Monthly Salary:
Posted on:
5 hours ago
Vacancies:
1 Vacancy
Job Summary
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.
- Strong communication and interpersonal skills
- Sales and negotiation ability
- Relationship management skills
- Knowledge of banking and financial products
- Customer-centric approach
- Target-driven mindset
