Relationship Manager – Signature

A. Position Purpose

Drive revenue growth by sourcing and cultivating new-to-bank (NTB) relationships across target segments. Foster deep engagement through cross‑selling of wealth and business banking products to high‑net‑worth individuals (resident & NRI) and business owners.

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B. Key Responsibilities

1. Client Acquisition & Portfolio Expansion

• Grow liability and AUM portfolios via proactive sourcing of high-potential clients.
• Acquire and manage both business and high‑net‑worth individual (resident + NRI) clients.

2. Revenue Generation through Cross‑Sell & Upsell

• Cross‑sell a suite of products including Trade & Forex, Insurance, Retail Assets, and Investments.
• Maximize product penetration per client to enhance exit barriers and client stickiness.

3. Relationship Deepening & Client Ownership

• Deliver a 360° client ownership model—own acquisition, engagement, service, and growth.
• Conduct regular portfolio allocation, performance reviews, and financial health check‑ups.
• Qualify and onboard “Insignia” clients, ensuring top-tier sourcing quality.

4. Advisory & Stakeholder Collaboration

• Engage product specialists to craft tailored solutions for business and wealth needs.
• Work closely with Client Experience Managers to deliver exceptional client service.

5. Quality & Compliance Excellence

• Strictly adhere to compliance protocols and documentation standards, reducing rejection rates.
• Ensure delivery of accurate and complete documentation throughout client lifecycle.

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C. Required Skills & Qualifications

Technical & Functional Expertise

• Strong financial acumen; familiarity with wealth products, business banking, and portfolio management.
• Proficient in leveraging CRM tools for client tracking, segmentation, and opportunity management.
• Demonstrated success in cross-sell strategies and achieving revenue targets.
• Knowledge of document compliance and KYC/AML protocols.

Interpersonal & Soft Skills

• Exceptional communication (verbal & written), interpersonal, and negotiation skills
• Strong relationship management and emotional intelligence—able to build trust and resolve issues .
• Consultative sales approach with a solutions mindset.
• Excellent organizational skills and the ability to manage multiple clients and priorities efficiently .

D. What Sets You Apart

A proactive go-getter with high levels of self-motivation and tenacity

• Rigorous attention to detail and unwavering compliance focus.
• Team player with ability to collaborate across product, service, and experience functions.
• High ethical standards, confidentiality, and integrity—all hallmarks of fiduciary client service.

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E. Performance Metrics

• Growth in liability book and AUM.
• Volume & value of products cross-sold per client.
• Number of quality new-to-bank relationships and Insignia clients onboarded.
• Client satisfaction, retention rates, and portfolio review efficiency.
• Compliance adherence and documentation accuracy.

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