Relationship Manager-Platinum

Job Title: Relationship Manager – Platinum Banking

Role Overview

The Relationship Manager (Platinum Banking) is responsible for managing and growing a portfolio of high-value customers by offering personalized banking and wealth solutions. The role focuses on deepening relationships, increasing revenue, and delivering a premium customer experience.

Key Responsibilities

• Manage a portfolio of Platinum / High Net-Worth (HNI) clients
• Acquire new premium customers through referrals, leads, and networking
• Cross-sell banking and financial products:
• CASA (Current & Savings Accounts)
• Wealth products (Mutual Funds, Insurance, Bonds)
• Loans (Personal, Home, Business)
• Ensure portfolio growth in terms of revenue and customer engagement
• Maintain strong customer relationships through regular interactions
• Provide customized financial solutions based on client needs
• Achieve monthly and quarterly sales targets
• Ensure compliance with banking and regulatory guidelines
• Coordinate with internal teams for seamless service delivery
  

Key Skills Required

• Strong communication and relationship-building skills
• Sales and target-oriented mindset
• Knowledge of banking & wealth products
• Negotiation and influencing skills
• Customer-centric approach
• Networking ability