Relationship Manager-Royal
SkillLabs
Role Purpose:
Responsible for acquiring and managing premium / high-value customers, increasing CASA portfolio, and driving revenue through cross-selling banking products.
Key Responsibilities
- Acquire new high-value Current Account & Savings Account (CASA) customers through market sourcing and references.
- Manage and deepen relationships with premium / royal banking customers.
- Achieve CASA, TPP, and revenue targets assigned by the bank.
- Cross-sell products such as Insurance, Mutual Funds, FD, Credit Cards, Loans, Forex, etc.
- Ensure customer onboarding, activation, and portfolio growth.
- Maintain strong customer engagement and provide superior service experience.
- Generate leads through field visits, networking, and references.
- Ensure compliance with KYC, AML, and bank policies.
- Coordinate with internal teams for customer servicing and issue resolution.
- Maintain portfolio quality and achieve monthly business targets.
- Graduate / Post Graduate preferred.
- Experience in Banking / CASA / Liabilities / Relationship Management preferred.
- Strong communication and sales skills.
- Knowledge of banking products and customer handling.
CASA Sales, Wealth RM, Priority Banking, HNI Customer Handling, Branch Banking, Liabilities Sales.
(Prepared based on common RM Royal / premium banking CASA role requirements.)