Relationship Manager - Royal

SkillLabs

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.

Key Skills Required

Strong communication and interpersonal skills
Sales and negotiation ability
Relationship management skills
Knowledge of banking and financial products
Customer-centric approach
Target-driven mindset