Preferred Relationship Manager - Hisar

2 - 7 years

5 - 12 Lacs

Posted:2 weeks ago| Platform: Naukri logo

Apply

Work Mode

Work from Office

Job Type

Full Time

Job Description

About the Role

Preferred Relationship Manager (PRM)

Key Responsibilities

  • Manage and enhance the portfolio of Preferred Banking customers through relationship building and superior service.
  • Act as a trusted financial advisor by identifying client needs and offering customized banking and wealth management solutions.
  • Cross-sell a wide range of products including loans, insurance, mutual funds, fixed deposits, and other financial services.
  • Ensure consistent growth of customer portfolio while maintaining high levels of client satisfaction.
  • Achieve sales and revenue targets by driving business opportunities from both existing and new clients.
  • Maintain compliance with bank policies, KYC, AML, and regulatory requirements.

Key Skills & Competencies

  • Strong communication and interpersonal skills
  • Excellent client relationship management
  • Target-driven with a sales-oriented mindset
  • Sound knowledge of banking & financial products
  • Problem-solving ability and decision-making skills
  • High level of professionalism and customer service orientation

Qualifications & Experience

  • Education:

    Graduate / Postgraduate (MBA preferred)
  • Experience:

    28 years in Banking, Financial Services, Wealth Management, or Relationship Management
  • Prior experience handling HNI or Preferred Banking customers will be an added advantage.

Why Join Us?

  • Opportunity to work with a leading private sector bank.
  • Exposure to premium clients and wealth management solutions.
  • Career growth and learning opportunities in Retail Banking.
  • Attractive compensation with performance-based incentives.

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
Hdfc Bank logo
Hdfc Bank

Banking

Mumbai Maharashtra

RecommendedJobs for You

pune, ahmedabad, mumbai (all areas)

pune, ahmedabad, mumbai (all areas)