Relationship Manager Royale

Group Company: AU Small Finance Bank Limited
Designation: Relationship Manager Royale
Office Location:
Position description: #*Position description*#
Primary Responsibilities: #*Primary Responsibilities*#
Additional Responsibilities: #*Additional Responsibilities*#
Reporting Team
Reporting Designation: #*Reporting Designation*#
Reporting Department: #*Reporting Department*#
Educational qualifications preferred
#*Education and Experience*#
Category: #*Category*#
Field specialization: #*Field specialization*#
Degree: #*Degree*#
Academic score: #*Academic score*#
Institution tier: #*Institution tier*#
Required Certification/s: #*Required Certification/s*#
Required Training/s: #*Required Training/s*#
Required work experience
Industry: #*Industry*#
Role: #*Role*#
Years of experience: #*Years of experience*#
Job Brief:- AU Small Finance Bank Limited is seeking a highly motivated and experienced professional to join our Sales department as a Relationship Manager Royale. This role is pivotal in managing and expanding relationships with high-net-worth clients, delivering personalized financial solutions, and driving business growth. The ideal candidate will possess deep knowledge of financial products, exceptional client management skills, and a proven track record in the financial services industry. This position demands strategic thinking, excellent communication, and the ability to work collaboratively within a dynamic banking environment to meet and exceed client expectations while aligning with the bank’s growth objectives.
Responsibilities:-
Develop and maintain strong, long-term relationships with high-net-worth clients to understand their financial needs and objectives.
Provide tailored financial advice and solutions including investment products, loans, and wealth management services to meet client goals.
Identify and pursue new business opportunities within the assigned portfolio to achieve sales targets and revenue growth.
Collaborate with internal teams such as credit, risk, and product specialists to ensure seamless service delivery and compliance with regulatory requirements.
Conduct regular portfolio reviews and risk assessments to optimize client asset allocation and enhance portfolio performance.
Prepare and present detailed financial proposals and reports to clients, ensuring clarity and transparency in all communications.
Stay updated on market trends, competitor offerings, and regulatory changes to provide informed advice and maintain competitive advantage.
Resolve client queries and issues promptly, ensuring high levels of client satisfaction and retention.
Lead client onboarding processes, including KYC and documentation, ensuring adherence to bank policies and regulatory standards.
Participate in networking events and industry forums to enhance the bank’s brand presence and generate new leads.
Skill:-
Client Relationship Management
Financial Advisory
Wealth Management
Portfolio Management
Sales and Business Development
Risk Assessment and Compliance
KYC and Regulatory Knowledge
Financial Product Knowledge
Negotiation and Communication
Market Analysis
CRM Software Proficiency
Networking and Lead Generation
Preferred Qualifications:-
Bachelor’s degree in Finance, Business Administration, or a related field; MBA or relevant postgraduate qualification preferred.
Minimum of 5 years of experience in relationship management or sales within the financial services or banking sector, with a focus on high-net-worth clients.
Key Performance Indicators: #*Key Performance Indicators*#
Required Competencies: #*Required Competencies*#
Required Knowledge: #*Required Knowledge*#
Required Skills: #*Required Skills*#
Required abilities
Physical: #*Physical*#
Other: #*Other*#
Work Environment Details: #*Work Environment Details*#
Specific requirements
Travel: #*Travel*#
Vehicle: #*Vehicle*#
Work Permit: #*Work Permit*#
Other details
Pay Rate: #*Pay Rate*#
Contract Types: #*Contract Types*#
Time Constraints: #*Time Constraints*#
Compliance Related: #*Compliance Related*#
Union Affiliation: #*Union Affiliation*#

Skills
Business Development, Lead Generation, CRM, Negotiation, Wealth Management, Onboarding, Documentation

Experience
5+ yrs

Employment type
Full Time

Work arrangement
No