Relationship Manager at Dream… · New Delhi

Company Name : Bank

Designation: Wealth Relationship Manager

Experience: 2-4 Years

Location:- Mumbai

Job Responsibilities :-

- Build and maintain strong relationships with high net worth clients through regular communication and meetings

- Understand clients' financial goals and risk appetite and provide them with customized investment solutions

- Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products

- Meet and exceed sales targets by acquiring new clients and increasing business from existing clients

- Keep up-to-date with market trends and changes in investment products and services

- Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience

- Ensure compliance with all regulatory and internal policies and procedures

Company Name : Bank

Designation: Relationship Manager-Current Account

Experience: 2-5 Years

Location:- Mumbai

Job Responsibilities :-

- Develop and maintain relationships with current account holders

- Identify opportunities to cross-sell products and services

- Provide personalized financial advice and solutions to meet the needs of clients

- Monitor account activity and address any issues or concerns promptly

- Collaborate with internal teams to ensure a seamless customer experience

Company Name : Bank

Designation: Royale Relationship Manager

Experience: 4 Years

Location:- Delhi

Job Responsibilities :-

Primary Responsibilities:

Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.

Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.

Drive overall growth in liabilities and investment products within the HNI segment.

Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).

Develop and expand customer relationships for both liability and retail asset products.

Inform clients about new products and enhancements to deepen and broaden banking relationships.

Ensure portfolio profitability by cross-selling and up-selling across the Banks product suite.

Manage segment-wise customer migration to enhance profitability and optimize service delivery.

Additional Responsibilities:

Deliver a superior service experience that exceeds the expectations of clients.

Proactively identify potential problem accounts and implement risk-mitigating strategies.

Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.

Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.

Accurately and consistently record all sales and client engagement activities in the CRM system.

Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.

Foster long-term client relationships through trust, transparency, and proactive engagement.

Required Competencies:

1. ownership and accountability for results

2. Customer-centric mindset and actions

3. adept at handling digital business apps and software

4. hard work and detail-orientation

5. eager to learn and grow as a banking professional 6. positive mindset, ethical and high integrity7. Bias for Action and Urgency

Required Knowledge: 1. Aptitude for lead generation2. Target Market Knowledge - Local Area geography familiarity3. Familiarity with Digital applications5. Detailed data collection/recording

Company Name : Bank

Designation: Platinum Relationship Manager

Experience: 2-4 Year

Location:- Delhi

Job Responsibilities :-

The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, integrating and coordinating all Banks' Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client

Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities Investment business from HNI segment.

Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer

Proactively and timely identifies potential problem accounts and formulates appropriate risk mitigation strategies.

Manage customer migration between segments, sub-segments and the HNI business.

Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.

Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of most important customer segment

Ensure all sales activity is recorded online as per the organizational process (CRM)

Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets

Informs customers about new products or product enhancements to further expand the banking relationship

Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM)

Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities