Private Banking Relationship Manager

  • hyderabad

Job Role

· Develops new and expands existing High Net worth Customer relationships for liabilities.

· Ensures high levels of customer service orientation and application of bank policy.

· Cross sells existing bank products to customers.

· Informs customers of new products or product enhancements to further expand the banking relationship.

· Plans and conducts special sales initiatives and events for prospective and existing clients.

· Coordinates with other group companies to provide seamless access to other products.

· Maintains complete relationship record for assigned customer accounts.

· Tracks customer complaints/queries and turnaround times for customer satisfaction

Job Requirements

Skills/Knowledge Prerequisites

· Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.

Educational Qualifications

· Graduate / Postgraduate

Experience Profile

· Graduate - 4 -6 years of experience AMFI / IRDA

· Post Graduate - 2 -4 years of experience AMFI / IRDA

Personality Traits

· Customer orientation


Relationship Value: Between 3-4 Cr. of each customer - HNU & UHNI

Average relationship Value: 70-80 lacs in the portfolio

Minimum Relationship Value starts from 30 Lakhs +


Stability of candidates is a must + Age Criteria is 35years only.