Royale/Platinum RM-Gwalior- M.P

Royale/Platinum RM-Gwalior- M.P

25 Nos.
147629
Full Time
4.0 Year(s) To 12.0 Year(s)
6.00 LPA TO 12.00 LPA
BFSI, Investments & Trading
Banking/Financial Services
Job Description:

The HNI (High Net Worth Individuals) Relationship Manager is accountable for a portfolio of high-net-worth clients, integrating and coordinating all banks' group products, services, and resources to maximise the value of the business relationship and ensure profitability for the bank and the client.


Responsibilities:

  • Managing the banking and investments relationship with Au Royale clients and being responsible for the overall growth of the Liabilities and Investment business from the HNI segment.
  • Increase CASA balance in allocated portfolio either through deepening or acquisition of NTB Royale customer, proactively and timely identify potential problem accounts, and formulate appropriate risk Mitigating strategies.
  • Manage customer migration between segments, sub-segments, and the HNI business.
  • Grow portfolio profitability through the utilisation of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.
  • Develop, manage, and expand Au Royale customer relationships by providing a service level that exceeds client expectations of the most important customer segment.
  • Ensure all sales activity is recorded online as per the organisational process (CRM).
  • Develops new and expands existing high-net-worth customer relationships for liabilities and retail assets.
  • Informs customers about new products or product enhancements to further expand the banking relationship.
  • Capture and maximise the business opportunity through detailed client profiling as per organisational process (CRM).

    Why Explore a Career at Au Small Finance Bank?

    Our employees and associates are very valuable and are our biggest strength. Each day we strive hard to build and enable an environment where everyone is motivated to take up new challenges, grow with us and most importantly, learn from mistakes.

     

    Our strong lineage and the depth of our leadership team provide an enabling environment wherein team members are groomed to take on exciting challenges and higher responsibilities. As a strong brand, AU Bank truly believes in teamwork, mutual respect, a participative work environment, collective learning and passion.

     

    We strongly believe that how the work gets done is as important as getting the work done and in rewarding long-term commitment, sincerity and dedication of our employees. We are at the cusp of retail banking growth in a big way and are placed in a sweet spot. Our leadership believes that every job at AU is a portrait of the person who does it; we strive hard to autograph our work with excellence!










Company Profile

A leading --- --- --- in India, known for its strong customer-centric approach and innovative ---ing solutions. The organization offers a wide range of financial services across retail ---ing, business ---ing, and wealth management segments. With a rapidly growing presence across the country, the --- is committed to delivering seamless ---ing experiences through technology-driven and personalized services. The company is recognized for its dynamic work culture, professional growth opportunities, and focus on financial inclusion and excellence.

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