Relationship Manager Platinum Business
The Relationship Manager at AU Small Finance Bank will manage a portfolio of HNI clients to maximize banking and investment growth. Responsibilities include increasing CASA balances, identifying potential problem accounts, and actively migrating customers to digital banking channels. The role requires adherence to KYC and AML guidelines and regular CRM usage to track sales activity. Success is measured by portfolio profitability and the expansion of high-net-worth customer relationships.
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Experience
Experience not specified
Function
Business Development
Work mode
Onsite, India
Company
Tier 2
What you will work on
The Relationship Manager at AU Small Finance Bank will manage a portfolio of HNI clients to maximize banking and investment growth. Responsibilities include increasing CASA balances, identifying potential problem accounts, and actively migrating customers to digital banking channels. The role requires adherence to KYC and AML guidelines and regular CRM usage to track sales activity. Success is measured by portfolio profitability and the expansion of high-net-worth customer relationships.
TAL's take
Standard mid-level banking role at an established retail institution with clear performance-based growth metrics.
Role responsibilities are well-defined for an HNI relationship manager with clear focus on CASA growth and client acquisition.
Salaries at AU Small Finance Bank
14.6 LPA average
Based on 22 Grapevine salary entries for AU Small Finance Bank.
Other roles
0 - 2 years | A2
4 LPA average
Range: 2 - 6 LPA
Finance
2 - 4 years | C1
4 LPA average
Range: 4 - 4 LPA
Other roles
2 - 4 years | C1
13 LPA average
Range: 4 - 19 LPA
Other roles
4 - 6 years | C1
16 LPA average
Range: 10 - 26 LPA
Must haves
- Manage a portfolio of High Net worth Clients
- Increase CASA balance in allocated portfolio
- Develop new and expand existing HNI customer relationships
- Understanding of KYC and AML guidelines
- Ensure all sales activity is recorded in CRM
About the company
Established retail bank in India, recognized as a significant player in the mid-market banking sector.
Posts mentioning AU Small Finance Bank
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