Jobs · Business Development · Michigan

Relationship Manager - Royal CASA

SkillLabs · Delhi, MI · 1 wk ago
Business DevelopmentFull-time
Job Title: Relationship Manager – Royal (RM Royal) Department: Retail Banking / Liability Sales Product: CASA (Current Account & Savings Account) Job Summary Relationship Manager – Royal is responsible for managing and growing relationships with High Net Worth (HNI) / affluent customers, increasing portfolio value, acquiring new customers, and cross-selling banking products while ensuring superior customer experience. Key Responsibilities Manage and deepen relationships with Royal / HNI customers. Acquire new affluent customers and increase portfolio size. Drive CASA acquisition and liability business growth. Cross-sell banking products such as FD, Insurance, Investments, Loans, Credit Cards, etc. Provide personalized financial solutions and advisory services. Ensure customer retention and increase wallet share. Maintain portfolio hygiene and customer servicing standards. Achieve monthly sales and revenue targets. Ensure compliance with KYC / AML and banking guidelines. Coordinate with branch teams for customer onboarding and servicing. Eligibility Graduate / Postgraduate (MBA preferred) Experience in Banking / CASA / Sales / Wealth / Retail Banking preferred Strong communication and relationship management skills Preferred Experience CASA Sales HNI / Wealth Management Cross-selling & Portfolio Handling Customer Relationship Management CTC: As per company norms + Incentives + Benefits.

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