Job Title: Relationship Manager – Privilege Acquisition
Role Overview:
The Relationship Manager – Privilege Acquisition is responsible for acquiring high-value customers (Privilege / Priority / Wealth segment) and building long-term relationships by offering tailored banking and financial solutions. The role focuses on new client acquisition, revenue generation, and delivering a premium customer experience.
Key Responsibilities:
- Identify and acquire new Privilege/Priority Banking customers through networking, referrals, and market activities
- Promote and sell a range of financial products including:
- Savings and current accounts
- Wealth management solutions (mutual funds, insurance, investments)
- Loans and credit cards
- Build and maintain strong relationships with clients to ensure high customer satisfaction and retention
- Understand clients’ financial needs and provide customized solutions
- Achieve assigned sales targets for account acquisition and cross-selling
- Ensure compliance with banking regulations and internal policies
- Coordinate with internal teams (product, operations, service) to deliver seamless service
- Maintain accurate records of client interactions and sales activities
Key Skills & Competencies:
- Strong sales and negotiation skills
- Excellent communication and interpersonal abilities
- Customer-centric mindset
- Knowledge of banking products and financial markets
- Ability to build trust with high-net-worth individuals (HNI clients)
- Target-driven and self-motivated
Qualifications:
- Bachelor’s degree (MBA/Finance preferred)
- 1–5 years of experience in banking, financial services, or sales
- Experience in wealth management or retail banking is an advantage
Performance Metrics:
- Number of new privilege accounts acquired
- Revenue generated (CASA, investments, insurance, loans)
- Customer satisfaction and retention rates
- Cross-sell ratio
Career Path:
- Senior Relationship Manager
- Wealth Manager / Private Banker
- Branch Sales Manager
