About the role
Role Overview:
The Priority Banking Relationship Manager (RM) is responsible for managing and growing a portfolio of high-value customers by delivering personalized financial solutions, enhancing customer experience, and driving revenue through cross-selling of banking and investment products.
Key Responsibilities:
1. Portfolio Management
- Manage a portfolio of Priority Banking customers (HNI/affluent segment)
- Deepen relationships through regular engagement and financial planning discussions
- Ensure high levels of customer satisfaction and retention
2. Revenue Generation
- Achieve targets for CASA, Wealth, Insurance, and Lending products
- Drive cross-selling and up-selling across the product suite
- Maximize fee income and profitability from the portfolio
3. Customer Acquisition
- Acquire new Priority customers through referrals, leads, and market activities
- Build strong referral networks with internal teams and external partners
4. Wealth Management Advisory
- Provide customized investment solutions (Mutual Funds, Insurance, Bonds, etc.)
- Understand customer financial goals and risk appetite
- Coordinate with product specialists for advisory support
5. Service Excellence
- Ensure quick resolution of customer queries and complaints
- Deliver superior banking experience with a focus on relationship building
- Maintain service quality standards as per bank norms
6. Compliance & Risk Management
- Adhere to KYC/AML guidelines and regulatory requirements
- Ensure proper documentation and audit compliance
- Maintain confidentiality and data security of customer information
Key Performance Indicators (KPIs):
- Portfolio growth (AUM & Liabilities)
- Revenue & fee income
- Cross-sell ratio
- Customer acquisition numbers
- Customer satisfaction scores
- Compliance adherence
Eligibility Criteria:
Education:
- Graduate/Postgraduate in any discipline (MBA/Finance preferred)
Experience:
- 3-7 years of experience in Banking/Wealth Management/Relationship Management
- Prior experience in handling HNI/affluent clients preferred
Required Skills:
- Strong relationship management and interpersonal skills
- Sales and target-driven mindset
- Good knowledge of banking and investment products
- Excellent communication and negotiation skills
- Customer-centric approach
Preferred Profile:
- Certifications like NISM/IRDA will be an added advantage
- Experience in Priority/Wealth Banking segment
- Local market knowledge and network
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