Job Description – Relationship Manager (Premium Accounts / Aspire Banking)

Company:	RBL Bank
Role:	Relationship Manager – Premium Accounts / Aspire Banking
Department:	Retail Banking / Wealth & Relationship Management
Experience Required:	2–7 Years
Location:	Bhiwani

Role Summary:

The Relationship Manager will be responsible for managing and growing a portfolio of Premium / Aspire Banking customers by offering customized banking and wealth solutions. The role focuses on deepening customer relationships, increasing liabilities, driving cross-sell of financial products, and ensuring superior customer experience.

Key Responsibilities

• Acquire and manage Premium / Aspire Banking customers for the bank.
• Build strong customer relationships to enhance portfolio value and customer retention.
• Drive CASA growth through Savings and Current Account acquisition.
• Cross-sell banking and investment products such as Insurance, Mutual Funds, FD, SIP, Loans, and Wealth Products.
• Achieve monthly and quarterly sales and revenue targets.
• Provide financial solutions based on customer needs and risk appetite.
• Ensure regular engagement with customers through meetings and portfolio reviews.
• Maintain high levels of customer satisfaction and service quality.
• Comply with all banking regulations and internal processes.

Eligibility Criteria

• Graduate / Post Graduate in any discipline.
• Experience in Banking, Wealth Management, CASA Sales, Insurance, or Financial Services preferred.
• Strong communication and relationship-building skills.
• Sales-oriented mindset with customer handling ability.
• Knowledge of banking and financial products will be an advantage.

Preferred Candidate Profile

• Candidates from Private Banks, NBFCs, Insurance, or Wealth firms preferred.
• Experience in handling affluent or premium customers.
• Good understanding of investments and wealth products.
• Strong networking and client acquisition capability.

Key Skills

• Relationship Management
• CASA Sales
• Wealth Management
• Cross Selling
• Customer Acquisition
• Communication Skills
• Portfolio Management
• Banking Sales

Note: This role is primarily sales and relationship-driven with focus on premium customer acquisition, portfolio management, and revenue generation.

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