Location Hsr Layout Bangalore, Bengaluru, Karnataka, India (2556), Hrbr Layout Bengaluru, India (2646), Bellandur Bengaluru, India (4142), SHIVAMOGGA, India (4236), Residency Road Bengaluru, India (2462), CMH Road Indira Nagar Bengaluru, India (2669), Sarjapur Main Road Bengaluru, India (4129), Rajarajeshwari Nagar Bengaluru, India (2639), Basavanagudi Bengaluru, India (4125), Yelahanka Bengaluru, India (2684)
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Job details
Job ID
Job11897
Job description
Group Company: AU Small Finance Bank Limited
Designation: Relationship Manager Platinum
Office Location
Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard
Primary Responsibilities
1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers. 3. Drive overall growth in liabilities and investment products within the HNI segment. 4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM). 5. Develop and expand customer relationships for both liability and retail asset products. 6. Inform clients about new products and enhancements to deepen and broaden banking relationships. 7. Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite. 8. Manage segment-wise customer migration to enhance profitability and optimize service delivery.
Additional Responsibilities
1. Deliver a superior service experience that exceeds the expectations of AU clients.
2. Proactively identify potential problem accounts and implement risk-mitigating strategies. 3. Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies. 4. Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs. 5. Accurately and consistently record all sales and client engagement activities in the CRM system. 6. Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management. 7. Foster long-term client relationships through trust, transparency, and proactive engagement.
Reporting Team
Reporting Designation:
Reporting Department:
Educational qualifications preferred
Category:
Field specialization:
Degree:
Academic score:
Institution tier:
Required Certification/s:
Required Training/s:
Required work experience
Industry: BFSI
Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer
Years of experience: 0 to 3
Key Performance Indicators: Business Volume, Average Ticket size, Boarding rate
Required Competencies: 1. ownership and accountability for results 2. Customer-centric mindset and actions 3. adept at handling digital business apps and software 4. hard work and detail-orientation 5. eager to learn and grow as a banking professional 6. positive mindset, ethical and high integrity 7. Bias for Action and Urgency
Required Knowledge: 1. Aptitude for lead generation 2. Target Market Knowledge - Local Area geography familiarity 3. Familiarity with Digital applications 5. Detailed data collection/recording
Required Skills: 1. Professional Communication - Regional language proficiency, verbal and written fluency, soft-spoken 2. Relationship Management - Client-Centric Approach, respectful 3. Sales Forecasting & Reporting
Required abilities
Physical: 1. Physical fitness
2. Mental agility 3. Ability to do extensive field travel/work 4. Ability to handle work pressure and demanding clients
Other: 1. Valid Two-Wheeler Driving License
2. Personal 2-wheeler 3. Own Smartphone 4. track record of past employment 5. Positive reference check and clear civil report
Work Environment Details: 90% - Field, 10% - Office
Specific requirements
Travel: High
Vehicle: 2-wheeler
Work Permit:
Other details
Pay Rate:
Contract Types: Permanent
Time Constraints: Flexibile workhours as per business requirement
Compliance Related: 1. Aherence to Code of Conduct policy of the bank
2. Non-disclosure of confidential information about bank, clients 3. Responsible handling of bank assets s.a. ID Card, SIM, Marketing material, digital devices, Receipt book etc. 4. Ensure adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) guidelines during all customer onboarding and account-opening processes.
