2.0 - 7.0 years

5 - 12 Lacs

Nagpur, Maharashtra, India

On-site

Role Summary: The role holder is responsible for managing and deepening relationships with existing clients and acquiring new ones. Acting as a single point of contact, the Relationship Manager will enhance customer engagement and drive business growth by offering tailored banking and investment solutions. Key Responsibilities: Relationship Management Manage and grow the banking and investment portfolio from branch/retail customers. Develop and expand customer relationships with service levels exceeding expectations. Identify and nurture potential revenue opportunities within existing and new relationships. Generating Incremental Business Achieve sales targets across liabilities, retail assets, business banking, forex, cards, and investment products. Proactively sell the full range of financial products to new and existing clients. Increase CASA balances through deepening or acquisition. Drive product and channel penetration to enhance customer relationship value. Customer Engagement Ensure consistent engagement with mapped clients to maintain portfolio quality and desired relationship values. Investments Assess financial needs and offer suitable products with transparency. Generate fee-based revenue through mutual funds, insurance, and investment products. Audit & Compliance Adhere to internal policies and regulatory guidelines (RBI/SEBI/AMFI/IRDA etc.) during client acquisition and servicing. Self-Management Set and monitor annual performance goals in alignment with management expectations. Identify skill gaps and actively work on learning and professional development. Stay updated on industry trends and practices relevant to the role. Risk & Compliance Follow all internal risk control policies and processes to mitigate operational, financial, and reputational risks. Support audit processes by maintaining necessary documentation and internal control systems.

Posted 3 days ago

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