Relationship Manager Royale

Relationship Manager Royale

Posted by AU Small Finance Bank

Jammu

Posted: imported by Jeevika

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Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.3. Drive overall growth in liabilities and investment products within the HNI segment.4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).5. Develop and expand customer relationships for both liability and retail asset products.6. Inform clients about new products and enhancements to deepen and broaden banking relationships.7. Ensure portfolio profitability by cross-selling and up-selling across the Banks product suite.8. Manage segment-wise customer migration to enhance profitability and optimize service delivery. Additional Responsibilities: 1. Deliver a superior service experience that exceeds the expectations of AU clients.2. Proactively identify potential problem accounts and implement risk-mitigating strategies.3. Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.4. Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.5. Accurately and consistently record all sales and client engagement activities in the CRM system.6. Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.7. Foster long-term client relationships through trust, transparency, and proactive engagement. Reporting Team Reporting Designation: Reporting Department: Educational qualifications preferred Category: Field specialization: Degree: Academic score: Institution tier: Required Certification/s: Required Training/s: Required work experience Industry: BFSI Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer Years of experience: 0 to 3 Key Performance Indicators: Business Volume, Average Ticket size, Boarding rate Required Competencies: 1. ownership and accountability for results2. Customer-centric mindset and actions 3. adept at handling digital business apps and software4. hard work and detail-orientation5. 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 Required Skills: 1. Professional Communication - Regional language proficiency, verbal and written fluency, soft-spoken2. Relationship Management - Client-Centric Approach, respectful3. Sales Forecasting Reporting Required abilities Physical: 1. Physical fitness2. Mental agility3. Ability to do extensive field travel/work4. Ability to handle work pressure and demanding clients Other: 1. Valid Two-Wheeler Driving License2. Personal 2-wheeler3. Own Smartphone4. track record of past employment5. Positive reference check and clear civil report Work Environment Details: 90% - Field, 10% - Office Specific requirements Travel: High Vehicle: 2-wheeler Work Permit: Other details Pay Rate: Contract Types: Permanent Time Constraints: Flexibile workhours as per business requirement Compliance Related: 1. Aherence to Code of Conduct policy of the bank2. Non-disclosure of confidential information about bank, clients 3. Responsible handling of bank assets s.a. ID Card, SIM, Marketing material, digital devices, Receipt book etc.4. Ensure adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) guidelines during all customer onboarding and account-opening processes. Union Affiliation: Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.Role: Relationship Manager,Industry Type: Banking,Department: BFSI, Investments & Trading,Employment Type: Full Time, PermanentRole Category: Banking OperationsEducationUG: Any GraduatePG: Any Postgraduateread moreKey Skillsamlcasaforecastingcustomer servicedata collectioninvestment productsaccount managementbankingcustomer onboardinganti-money launderingbfsikyccompliancelead generationcustomer relationshipsasset productsfinancecrmAbout the companyAU Small Finance Bank 3.8 15.5K employee reviewsCorporateB2CServiceFortune India [hidden])TOPFollow292.9k followers OverviewWith a strong desire to contribute to nation-building, Mr. Sanjay Agarwal, a merit-holder Chartered Accountant and a first-generation entrepreneur, took it upon himself the responsibility of financing the entrepreneurship aspirations of the unreached and unbanked masses of India. The desire was turned into reality and in 1996, Au Financiers, was established. Headquartered in Jaipur, Rajasthan, the retail-focused Non-Banking Finance Company for two decades provided speedy and customized financial solutions to rural and urban population. read moreLife @AU BankAs a young and vibrant team of one of the fastest growing organizations in the country, we take pride in our best-in-class policies and practices. We are a “Great Place To Work” Certified Organization for the third time in a row, for being among the “Top 25 Best Places to work in BFSI space.”Company InfoLink:AU Small Finance Bank websiteBeware of imposters! Naukri.com does not promise a job or an interview in exchange of money. Fraudsters may ask you to pay in the pretext of registration fee, Refundable Fee…Read moreAU Small Finance Bank rolesyou might be interested inIntern5-10 YrsTiruvannamalaiPosted 18 Days AgoIntern5-10 YrsNagarPosted 18 Days AgoIntern5-10 YrsKanchipuramPosted 18 Days AgoKey highlights at AU Small Finance BankSalary & BenefitsHighly ratedSkill DevelopmentHighly ratedWork LifeHighly ratedAwards & Recognitions2024Best SIP Performer in Bank2024Best Performer in Bank Category2024ET Challenger 2Good award2024Best ESG Practices’ award2024Won Excellence in Continuous Integration/Continuous Delivery Implementation and Automation (SFB category) award2024ICC Emerging Asia Banking Award2024op 50 Best Places to Work for Millennials' by Great Place to WorkReviewsView all15.5K employee reviews4.0rated by Relationship Manager in IndoreProcess and services of digitalizationRead full reviewFollow AU Small Finance Bank to receive the latest job postings and alerts291.4k followersPowered bySalary insightsRelationship Manager in AU Small Finance Bank typically earns between₹5.6 - ₹6.2 L/yrSee detailed salary breakupPowered byBenefits & PerksView all681 employees reported these benefitsLearning & Development SupportHealth & Wellness SupportTransport / Travel SupportPerformance BonusFree MealRelocation AssistancePowered by

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