Job openings for Banking Relationship Manager in Nashik

Key Responsibilities
Portfolio Management & Relationship Building
Act as a dedicated financial advisor to a portfolio of High-Net-Worth Individual (HNI) and retail account holders.
Deepen existing client relationships by analyzing their financial goals, investment risk profile, and liquidity requirements.
Maintain regular contact through face-to-face meetings, financial check-ups, and proactive service management.
Revenue Generation & Product Cross-Selling
Drive revenue across key core product verticals, including CASA (Current & Savings Accounts), Fixed Deposits, and Wealth Management products.
Cross-sell third-party financial products, including Mutual Funds (AMFI/NISM products), Life Insurance, Health Insurance, and structured investments.
Asset product sourcing including credit cards, home loans, personal loans, and business banking credit solutions.
Client Acquisition & Business Expansion
Acquire new-to-bank (NTB) high-value individual and commercial clients through local field visits, personal network referrals, and digital leads.
Participate in local branch outreach activities and corporate payroll acquisition drives.
Compliance & Regulatory Adherence
Ensure all customer onboarding, financial transactions, and documentation strictly comply with KYC, AML (Anti-Money Laundering), and RBI regulations.
Adhere to internal bank audit standards and transparent sales practices.
Complete and maintain active mandatory regulatory certifications (NISM / IRDAI) as required for financial advisory roles.