The Relationship Manager (Royal) in Retail Branch Banking is responsible for acquiring and managing affluent/premium customers while driving CASA growth and cross-selling banking products. The role focuses on relationship management, revenue generation, and achieving branch sales targets.

Key Responsibilities

CASA Acquisition & Growth

Acquire new CASA customers (Current Account & Savings Account)
Increase branch CASA book through customer sourcing and referrals
Deepen relationships with existing customers to improve balances
Drive activation and retention of accounts

Customer Relationship Management

Manage portfolio of Royal/Preferred customers
Provide personalized banking solutions and priority servicing
Maintain long-term customer relationships for higher wallet share
Act as a single point of contact for premium customers

Sales & Cross-Selling

Cross-sell banking products:

Insurance
Mutual funds
Fixed deposits
Credit cards
Personal/Home/Business loans
Forex and wealth products

Generate revenue through product penetration

Business Development

Source customers through:

Branch walk-ins
References
Corporate activities
Local market visits
Networking

Conduct customer meetings and sales pitches

Compliance & Operations

Ensure KYC and regulatory compliance
Maintain proper documentation
Follow banking policies and audit requirements

Required Skills

Strong sales and relationship-building skills
CASA sales knowledge
Communication and negotiation ability
Customer handling and service orientation
Target-driven mindset
Understanding of retail banking products The Relationship Manager (Royal) in Retail Branch Banking is responsible for acquiring and managing affluent/premium customers while driving CASA growth and cross-selling banking products. The role focuses on relationship management, revenue generation, and achieving branch sales targets.

Relationship Manager Royal - CASA

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