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V Konnect
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Relationship Manager

Relationship Manager

V Konnect

4 - 9 years

4 - 8 Lacs

Navi Mumbai Maharashtra India

Posted:3 months ago| Platform: Foundit logo

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Skills Required

Financial Planning relationship management Hni Client Handling Investment Advisory cross-selling liabilities growth

Work Mode

On-site

Job Type

Full Time

Job Description

Job Summary:

The Relationship Manager YES Premia is responsible for managing and growing a portfolio of premium retail banking customers. The role focuses on driving business across liabilities, assets, and investment products, deepening client relationships, and ensuring compliance and high service standards for high-value clients.

Key Responsibilities:

Banking & Investment Relationship Management:

Manage the banking and investment needs of premium branch/retail customers.
Drive overall growth in liabilities and investment business from mapped relationships.
Identify potential for revenue expansion and cross-sell opportunities.

Business Development:

Achieve sales targets across products including CASA, term deposits, loans, credit cards, forex, insurance, and mutual funds.
Generate incremental business and increase wallet share by proactively selling retail and commercial banking products.
Acquire new customers and deepen relationships within the assigned portfolio.

Customer Engagement & Servicing:

Regularly engage with clients to maintain portfolio quality and desired relationship values.
Act as the face of the bank and the primary contact for service and sales-related needs.
Drive channel and product penetration to improve overall customer relationship value.

Investment Advisory:

Understand financial needs of customers and offer suitable investment products.
Ensure transparency in product offerings and build trust through need-based solutions.
Generate fee income via sales of mutual funds, insurance, and other investment products.

Audit & Compliance:

Adhere to internal policies and regulatory guidelines (RBI, SEBI, IRDA, AMFI, etc.).
Ensure compliance with BSA, KYC, and risk-related requirements during onboarding and servicing.

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