Platinum Relationship Manager

4 days ago

Cochin, Kerala, India OM Careers Full time ₹ 12,00,000 - ₹ 36,00,000 per year

A Platinum Relationship Manager (RM) at AU Small Finance Bank is responsible for managing and growing a portfolio of high-value clients by acquiring new customers, deepening relationships, and cross-selling financial products. Key duties include portfolio management, client satisfaction, meeting business targets, and ensuring sales activity is recorded. The role requires strong knowledge of retail banking products and superior client service skills. Job duties and responsibilities

  • Client Relationship Management: Manage and strengthen relationships with a portfolio of high-net-worth clients, ensuring high levels of satisfaction and trust.
  • New Client Acquisition: Identify, prospect, and onboard new clients for the "Platinum" segment.
  • Portfolio Growth: Grow the profitability of client portfolios through cross-selling and up-selling banking and investment products.
  • Product Sales: Act as a primary point of contact for clients, keeping them informed about new products and services, and capturing business opportunities.
  • Sales and Reporting: Ensure all sales activity is accurately recorded through the bank's online systems.
  • Risk Management: Identify potential problem accounts and formulate risk-mitigating strategies.
  • Customer Migration: Manage the migration of clients to different products or services as needed.

Required skills and qualifications

  • Customer Focus: A "customer-first" approach and strong orientation toward service and client satisfaction.
  • Communication: Excellent organizational and communication skills.
  • Banking Knowledge: Solid knowledge of retail banking products.
  • Sales Acumen: Proven ability to acquire new customers and meet sales targets.
  • Ethics and Integrity: High degree of ethics and integrity.
  • Process Adherence: Strong adherence to processes and service protocolsRole & responsibilities

Preferred candidate profile

  • Relationship Manager

    1 week ago

    Cochin, Kerala, India Aceware FintechServices Pvt Ltd infopark TBC Full time ₹ 2,64,000 - ₹ 3,72,000 per year

    Relationship ManagerLocation: Kochi Job SummaryThe Relationship Manager will be responsible for building and maintaining strong relationships with internal teams, agents, and clients. This role involves coordinating with teams and agents, managing documentation and verification, overseeing data management activities, training agents, and providing backend...

  • Relationship Manager

    1 week ago

    Cochin, Kerala, India Medcity Study Abroad Full time ₹ 5,00,000 - ₹ 25,00,000 per year

    Position: Relationship Manager –Life InsuranceIndustry: InsuranceLocation: ErnakulamPreferred Candidates: Professionals with prior experience in the Insurance IndustryGeneral Overview of the RoleThe Relationship Manager – Life insurance will be responsible for building and managing relationships with channel partners, ensuring smooth business...

  • Relationship Manager

    1 week ago

    Cochin, Kerala, India Glidance Consulting Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    The Relationship Manager will be at the forefront proactively nurturing and enhancing existing business relationships in the Australian Market. The role is pivotal in client retention through effective communication, identification of upselling opportunities, and diligent risk management.Job Duties and ResponsibilitiesLead Quantity and Quality: Generate a...

  • Relationship Manager

    13 hours ago

    Cochin, Kerala, India Hedge School of Applied Economics Full time ₹ 36,00,000 - ₹ 50,00,000 per year

    Job Title: Relationship ManagerExperience: 0–2 YearsDepartment: Sales / Client Relations / Wealth ManagementLocation: IndiaRole OverviewThe Relationship Manager will be responsible for developing and maintaining strong customer relationships, understanding client needs, and supporting them with appropriate financial products or services. This role suits...

  • Relationship Manager

    1 week ago

    Cochin, Kerala, India Captignus Syndicate Llp Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    We are seeking a proactive and client-focused Relationship Manager and Branch Manager to join our Broking team. The ideal candidate will be responsible for acquiring, managing, and retaining clients ensuring excellent service and promoting investment

  • Relationship Manager

    6 days ago

    Cochin, Kerala, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Relationship Manager - Commercial Vehicles-SCV - Small Commercial Vehicle-Retail Sales Relationship Manager - Commercial Vehicles • Relationship Manager who will be responsible for sourcing of new business from open market / RL branch network or CA / DSA channel network. • Sourcing and servicing of Working capital ( Both Fund Based and Non Fund...

  • Relationship Manager

    1 week ago

    Cochin, Kerala, India Indus Motors Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Responsibilities:* Manage client relationships through effective communication and sales coordination.* Collaborate with cross-functional teams on project delivery.Provident fund

  • Relationship Manager

    2 weeks ago

    Cochin, Kerala, India Muthoot Fincorp Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    RELATIONSHIP MANAGER - CORPORATE SALES - KOCHI Identifying prospects, converts them to leads by explaining the features/terms and conditions and close the business. Adhere end to end process of sourced business – Sourcing, Document Completion, Booking etc Payment tracking of complete subscription till the end & dues collection. Ensure the...

  • Relationship Manager

    1 week ago

    Cochin, Kerala, India hirewiz Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    A renowned client in the hospitality sector is hiring for Relationship Managers in the following locations: Chennai, Hyderabad, Kochi & Coimbatore. Job Purpose: To maximize the sales of a company's goods or services by making powerful and successful sales presentations in different settings to crack profitable deals and referrals and thereby achieve sales...

  • Wealth Relationship Manager

    1 week ago

    Cochin, Kerala, India Nuvama Wealth Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Wealth Relationship Manager, located in Kochi. The Wealth Relationship Manager will build and nurture client relationships, offer financial solutions tailored to client needs, and ensure accurate and timely management of investment portfolios....