Relationship Manager - Private Bank
Published date: 2026/11/06
- Location: Mumbai, Maharashtra, India
• To Handle the portfolio of HNI customers of the bank and cross-sell various products according to clients' needs.
• Liability Product selling, education on product features
• Acquire new customers through referrals from existing customers who meet product criteria
• Regular interaction with the customer to build rapport to understand and update the profile.
• Enhance the Overall value/book size of the portfolio
• Maintain the overall quality/hygiene parameters of the portfolio
• Cross-selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
• Joint calls are being done along with Supervisor as per the defined process
• Advisory services are to be offered based on the customer's requirements.
• Attrition control of customers
• Achieving MTD and YTD Revenue Targets
• Achievement of income plans and other benchmarks within the portfolio
Requirements:
• Graduate preferably Management Graduate.
• Developing and maintaining banking relationships with a select group of high-net-worth customers through individualized customer service.
• MIS generation.
Job Information:
• Industry: Banking
• Work Experience: 4-5 years
• Salary: Upto 9 Lac Per Annum
• City: Mumbai / Navi Mumbai / Thane
• Liability Product selling, education on product features
• Acquire new customers through referrals from existing customers who meet product criteria
• Regular interaction with the customer to build rapport to understand and update the profile.
• Enhance the Overall value/book size of the portfolio
• Maintain the overall quality/hygiene parameters of the portfolio
• Cross-selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
• Joint calls are being done along with Supervisor as per the defined process
• Advisory services are to be offered based on the customer's requirements.
• Attrition control of customers
• Achieving MTD and YTD Revenue Targets
• Achievement of income plans and other benchmarks within the portfolio
Requirements:
• Graduate preferably Management Graduate.
• Developing and maintaining banking relationships with a select group of high-net-worth customers through individualized customer service.
• MIS generation.
Job Information:
• Industry: Banking
• Work Experience: 4-5 years
• Salary: Upto 9 Lac Per Annum
• City: Mumbai / Navi Mumbai / Thane
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