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Relationship Manager

V Konnect
Rudrapur4-9 LPA Posted 29 Jul 2025
FULL TIME
Portfolio Management
Investment Advisory
Financial Planning
Relationship Management

Job Description

Role & responsibilities

  • Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment
  • Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
  • Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business
  • Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
  • Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships
  • Increase CASA balance in allocated portfolio either through Deepening or Acquisition
  • Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement:
  • Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
  • Face to the client and First person Responsible for service and sales satisfaction of mapped clients
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