Relationship Manager

Key Responsibilities:

Relationship Management

• Manage the overall banking and investment relationship for HNI clients under the YES FIRST program
• Drive growth in liabilities and investment business by deepening existing relationships
• Maintain high service standards to exceed client expectations across the most valuable customer segment
• Identify potential within current relationships and convert into additional revenue opportunities

Business Development & Sales

• Achieve sales targets across products including liabilities, retail assets, business banking, forex, cards, and investments
• Proactively cross-sell the complete suite of consumer and commercial banking products
• Drive customer acquisition and balance deepening within the assigned portfolio

Customer Engagement

• Regularly engage with mapped HNI customers to maintain portfolio quality and strengthen client relationships
• Be the primary point of contact for client service and sales satisfaction
• Promote high levels of channel and product penetration to meet customer banking needs

Investment Advisory

• Offer financial planning and investment advisory services to HNI clients
• Drive fee-based revenue through the sale of mutual funds, insurance, and other investment products

Process Adherence & Compliance

• Ensure all client interactions and sales activities are recorded digitally as per defined processes
• Conduct detailed client profiling to identify and maximize business opportunities
• Comply with internal audit standards, risk management policies, and regulatory requirements