Relationship Manager, Premier Banking

Plan and execute sales plans for prospective customers sourced from the Bank’s leads and self-generated leads; actively participate and collaborate with other sales personnel at branch and regional levels on sales activities and campaigns for customer acquisition and retention. Provide investment and wealth advisory services, including portfolio management support and periodic reviews to grow AUM. Identify and plan cross-selling and up-selling opportunities to increase revenue. Arrange appointments, conduct sales visitations, prospecting, and maintain ongoing customer engagement; maintain regular contact with existing customers to strengthen relationships and generate referrals. Work with the Centre Manager, Branch Manager, and Regional Sales Heads on sales activities, promotions, campaigns, and prepare sales performance reports and competitor analysis while ensuring full compliance with policies, procedures, and the sales code of ethics.