Relationship Manager – Royale

Job Description:
 Increase CASA balances through deepening existing relationships or acquiring new-to-bank (NTB)
customers.
 Drive growth in liabilities and retail asset products.
 Identify potential problem accounts proactively and implement risk mitigation strategies.
 Manage transitions of customers between various segments, sub-segments, and HNI business groups to
ensure alignment with service capabilities.
 Enhance portfolio profitability by promoting and managing customer migration to electronic and multichannel banking platforms.
 Develop, manage, and expand customer relationships by delivering exceptional service tailored to the
expectations of HNI clients.
 Ensure all sales and client interactions are documented in the CRM system according to organizational
guidelines.
 Conduct detailed client profiling to identify and capture business opportunities.
 Inform customers about new or enhanced banking and investment products to strengthen and expand their
relationships with the bank.
 Leverage insights from client profiles and market trends to develop strategies for attracting and retaining
customers.

 Good experience in CASA sales/ portfolio management from banks.
 Excellent communication, interpersonal, and relationship management skills.
 Strong knowledge of banking products and services, and the local market.
 Ability to work under pressure and meet deadlines.
 Willingness to travel and visit customers as required.