About the role
Group Company: AU Small Finance Bank Limited
Designation: Relationship Manager Royale Business
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*#
- Develop and maintain strong relationships with high-net-worth clients to understand their financial goals and provide tailored banking solutions.
- Identify and pursue new business opportunities within the Royale segment to expand the client base and increase the bank’s market share.
- Collaborate with internal teams to design customized financial products and services that meet client requirements and comply with regulatory standards.
- Conduct regular portfolio reviews and financial assessments to ensure client satisfaction and optimize product utilization.
- Lead negotiations and close complex financial deals, ensuring alignment with the bank’s risk management policies and profitability targets.
- Monitor market trends and competitor activities to proactively adjust strategies and maintain a competitive edge in the financial services industry.
- Provide expert advice on investment, lending, and wealth management products to support clients’ comprehensive financial planning.
- Ensure timely resolution of client queries and issues, maintaining high standards of service quality and client retention.
- Prepare detailed reports and presentations for senior management on client portfolio performance and business development initiatives.
- Mentor and guide junior relationship management staff to enhance team capabilities and service delivery.
- High-Net-Worth Client Management
- Financial Product Knowledge
- Portfolio Management
- Sales and Business Development
- Negotiation and Deal Closure
- Risk Assessment and Compliance
- Market Analysis
- Wealth Management Advisory
- Customer Relationship Management (CRM) Software
- Communication and Interpersonal Skills
- Financial Planning
- Team Leadership and Mentoring
- Bachelor’s degree in Finance, Business Administration, or a related field; MBA or relevant postgraduate qualification preferred.
- Minimum of 5-7 years of experience in relationship management within the financial services sector, specifically handling high-net-worth or premium 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*#