Relationship Manager YES FIRST (RMYP) | Sikar & Alwar

Job Title: Relationship Manager YES FIRST (RMYP)

Location: Sikar & Alwar, Rajasthan

CTC: Up to 9 LPA

Experience: 4-9 Years

Gender Preference: Female Candidates Only

Industry: Banking / Financial Services

Function: Branch Banking / Relationship Management / Sales

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We are looking for an experienced Relationship Manager YES FIRST to manage and grow relationships with Affluent / HNI customers. The candidate will be responsible for portfolio management, customer acquisition, relationship deepening and cross-selling banking and investment products.

Key Responsibilities:

• Manage and develop relationships with Affluent / HNI customers.
• Acquire new customers and build a strong customer portfolio.
• Drive CASA and liability business through customer acquisition and relationship deepening.
• Cross-sell and upsell banking and third-party products, including Mutual Funds, Insurance, Investments and other financial products.
• Identify customer needs and provide suitable financial solutions.
• Achieve assigned sales, revenue and portfolio growth targets.
• Maintain strong customer relationships and ensure high levels of customer satisfaction.
• Generate business through referrals, customer engagement and portfolio mining.
• Ensure proper KYC and compliance with bank policies and regulatory requirements.
• Track sales performance, maintain MIS and provide regular business updates.

Ideal Candidate Profile:

• Graduate in any discipline.
• 4-9 years of relevant experience in Banking / Financial Services.
• Experience in Relationship Management, CASA, Liability Sales, Affluent/HNI Banking or Wealth Management.
• Strong customer acquisition and cross-selling skills.
• Good communication, relationship-building and negotiation skills.
• Strong target orientation and ability to manage a customer portfolio.
• Candidates from banking institutions with relevant Affluent / Priority / Liability / CASA experience will be preferred.