Relationship Manager Platinum

Group Company: AU Small Finance Bank Limited
Designation: Relationship Manager Platinum
Office Location:
Position description: Accountable for meeting sales targets
(No. and value) as per the defined scorecard
Primary Responsibilities:
1. Manage and grow the banking and investment relationships
of High Net Worth (HNI) clients under the their portfolio. 2. Increase CASA
balances in the assigned portfolio through deepening existing relationships and
acquiring new-to-bank (NTB) customers. 3. Drive overall growth in liabilities
and investment products within the HNI segment. 4. Capture and maximize
business opportunities through detailed client profiling in line with
organizational processes (CRM). 5. Develop and expand customer relationships
for both liability and retail asset products. 6. Inform clients about new
products and enhancements to deepen and broaden banking relationships. 7.
Ensure portfolio profitability by cross-selling and up-selling across the
Bank’s product suite. 8. Manage segment-wise customer migration to enhance
profitability and optimize service delivery.
Additional Responsibilities:
1. Deliver a superior service experience that exceeds the
expectations of AU clients. 2. Proactively identify potential problem accounts
and implement risk-mitigating strategies. 3. Ensure customer migration across
sub-segments is managed smoothly and aligned with Bank policies. 4. Promote and
drive usage of digital and alternate banking channels to improve client
convenience and reduce operational costs. 5. Accurately and consistently record
all sales and client engagement activities in the CRM system. 6. Ensure strict
compliance with regulatory and internal policies, especially in customer
onboarding and account management. 7. Foster long-term client relationships
through trust, transparency, and proactive engagement.
Reporting Team
Reporting Designation:
Reporting Department:
Educational qualifications preferred
Category:
Field specialization:
Degree:
Academic score:
Institution tier:
Required Certification/s:
Required Training/s:
Required work experience
Industry: BFSI
Role: Sales Executive, Sales Officer, Customer Service
Executive/Officer, Relationship Executive/Officer
Years of experience: 0 to 3
Key Performance Indicators: Business Volume, Average Ticket
size, Boarding rate
Required Competencies: 1. ownership and accountability for
results 2. Customer-centric mindset and actions 3. adept at handling digital
business apps and software 4. hard work and detail-orientation 5. eager to
learn and grow as a banking professional 6. positive mindset, ethical and high
integrity 7. Bias for Action and Urgency
Required Knowledge: 1. Aptitude for lead generation 2.
Target Market Knowledge - Local Area geography familiarity 3. Familiarity with
Digital applications 5. Detailed data collection/recording
Required Skills: 1. Professional Communication - Regional
language proficiency, verbal and written fluency, soft-spoken 2. Relationship
Management - Client-Centric Approach, respectful 3. Sales Forecasting &
Reporting
Required abilities
Physical: 1. Physical fitness 2. Mental agility 3. Ability
to do extensive field travel/work 4. Ability to handle work pressure and
demanding clients
Other: 1. Valid Two-Wheeler Driving License 2. Personal
2-wheeler 3. Own Smartphone 4. track record of past employment 5. Positive
reference check and clear civil report
Work Environment Details: 90% - Field, 10% - Office
Specific requirements
Travel: High
Vehicle: 2-wheeler
Work Permit:
Other details
Pay Rate:
Contract Types: Permanent
Time Constraints: Flexibile workhours as per business
requirement
Compliance Related: 1. Aherence to Code of Conduct policy of
the bank 2. Non-disclosure of confidential information about bank, clients 3.
Responsible handling of bank assets s.a. ID Card, SIM, Marketing material,
digital devices, Receipt book etc. 4. Ensure adherence to KYC (Know Your
Customer) and AML (Anti-Money Laundering) guidelines during all customer
onboarding and account-opening processes.
Union Affiliation:

Skills
Lead Generation, CRM, Account Management, Onboarding

Experience
0-3 yrs

Employment type
Full Time

Work arrangement
No