Job Title

Position:Relationship Manager Department:Retail Banking / Wealth Management Location:Mumbai (Local candidates only) Experience Required:Minimum 2 years (mandatory) asRelationship Manager in a Bank The Relationship Manager (RM) will be responsible for managing and growing a portfolio ofHNI and Affluent customers . The role demands strong customer relationship management skills, deep understanding of banking products (CASA & Third Party), and the ability to drive portfolio growth while providing superior service experience. Key Responsibilities 1. Portfolio Management Handle and grow a portfolio ofHNI / Affluent clientsthrough proactive engagement. Ensure high levels of customer satisfaction through regular interactions and service support. Conduct periodic portfolio reviews and financial assessments. 2. Business Development & Revenue Growth Generate new business from existing clients through cross‑sell and up‑sell opportunities. Achieve sales targets across key product lines includingCASA, Insurance, Mutual Funds, Investments, and other third‑party products . Drive digital banking adoption and enhance client wallet share. 3. Customer Servicing & Retention Resolve customer queries with quick turnaround time. Maintain strong client relationships to ensure long‑term portfolio stability. Ensure compliance with internal banking processes and regulatory guidelines. 4. Compliance & Risk Management Adhere to KYC/AML norms and internal audit requirements. Ensure all customer documentation is maintained accurately. Required Skills & Competencies Minimum2 years of experience as a Relationship Manager in a Bank(mandatory). Strong knowledge ofCASA, investments, insurance, and other third‑party products . Excellent communication, customer engagement, and relationship‑building skills. Ability to work with affluent/HNI clients and manage end-to-end service needs. Should be alocal candidatewith understanding of the local market. Candidates with stable experience preferred;job hoppersnot preferred. Education Qualification Graduate or Post‑Graduate in any discipline (MBA/Finance preferred).