Relationship Manager (Premier Banking)

Job Description

Manage and grow a portfolio of premium and high-net-worth (HNW) clients.
Drive growth in CASA, Fixed Deposits (FD), wealth, and investment portfolios.
Promote and cross-sell banking, investment, and insurance products.
Build and maintain strong relationships with premium clients through personalized banking services.
Act as the main point of contact for clients’ financial and banking needs.
Identify and acquire new premium clients through networking and referrals.
Develop strategies to expand the premium customer base and increase Assets Under Management (AUM).
Achieve assigned sales and revenue targets while maintaining portfolio profitability.
Monitor portfolio performance and provide tailored financial solutions to clients.
Collaborate with internal teams to ensure seamless customer service and client satisfaction.
Prepare regular sales, pipeline, and portfolio performance reports.
Maintain professionalism, confidentiality, and compliance with banking policies and regulations.
Other duties assigned by supervisor or HOD.

Job Requirements

Bachelor’s degree in Business Administration, Finance, Banking, Marketing, or related field.
Minimum experience in relationship management, wealth management, or premium banking preferred.
Strong knowledge of banking products, investment solutions, and financial services.
Proven ability to achieve sales and business growth targets.
Excellent communication, interpersonal, and negotiation skills.
Strong customer relationship management and networking abilities.
Ability to analyze client financial needs and recommend suitable solutions.
Self-motivated, result-oriented, and able to work under pressure.
Professional appearance, positive attitude, and high ethical standards.
Proficient in Microsoft Office and banking-related systems.

Allowance & Benefits

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