Job Description

#

Senior Relationship Manager-Branch Banking

Multiple locations








Department
SOUTH BUSINESS
Job posted on
Jan 09, 2026
Employee Type
Permanent
Experience range (Years)
4 years - 6 years

I.

POSITION DESCRIPTION

JOB TITLE

Senior Relationship Manager

GRADE

SM

DEPARTMENT

Branch Banking

LOCATION

Branch

SUB-DEPARTMENT

Business

TYPE OF POSITION

Full-time

REPORTS TO

Priority Area Manager

REPORTING INTO

NA

I.

ROLE PURPOSE & OBJECTIVE

Sr. Banking Relationship Manager the single point relationship management official of the Bank for the high-net-worth customers in the Priority Banking Segment of Bank.

Sr. RM is primarily responsible for providing financial solutions to the Emerging HNI & HNI customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship especially via balance growth in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.

He/ She is responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. Also enhances the book through new customer acquisitions.

Apart from Liability his/her key focus will be on ensuring Cross-sell of Mutual Funds SIPs, Insurance etc. He/ She should also ensure in increasing customer engagement through other products like Forex, Remittances, Loans, etc. to the new and existing customers.

He/She will also ensure that references of other HNI customers are taken from existing customers which could be family members, friends, acquaintances, business partners etc to enhance his portfolio.

Sr. RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective like Investments MF, Demat etc and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions.

He/ She also updates Bank's internal systems like the Daily activity tracker in CRM, Customer Profiling etc for monitoring, accurate reporting and MIS.

I.

SIZE OF THE ROLE- NA

FINANCIAL SIZE

NON-FINANCIAL SIZE

TRV Size Ranging from 25 Cr - 100 Cr


Number of Branches - 2 to 4 selective branches within City/Cluster/Region

Number of products and services - catering to all banking products & services

Volume of products and services - As mentioned in their KRA

I.

KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business

Achieve % Cumulative Daily Balance - Deepening in Mapped Existing to Bank - ETB Book

Achieve the New to Bank - NTB Target from self-sourced accounts across all schemes

Achievement of Target from Mutual Funds, Life Insurance - LI, General Insurance - GI, Asset Products

Other Cross Sell Points - through Loans, Term Deposits, Forex remittances, Cards, etc

Improve Customer Activation % by sale of defined hooks in the mapped portfolio.

Experience on modules like Wealth Management, Portfolio Building, Financial Planning, etc

Customer

Resolution of Queries / Requests that may come from managed CASA clients; adhering to the TAT Providing the best alternate channel experience for the customer through IB / MB/ CIB & Phone Banking

Provide Doorstep service to managed customers, where-ever required

Implementing necessary training for staffs to enable them to handle managed customers

Sr. RMs periodically reviews the existing relationships of all the customers from liability and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions.

Customer Feedback Score

Internal process

Streamlining the process of customer on-boarding and ensuring seamless process during the same

Responsible for updating and maintaining all Managed Customer upsell related MIS as well as New Customer acquisition done by RM (Calls, Prospects, Meetings, Business Conversions)

Learning & Performance

Ensure adherence to training man-days/ mandatory training programs for self to ensure product knowledge & change in processes

* Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines