About this role
As a Relationship Officer – Customer Engagement, you will be responsible for acquiring and managing high-net-worth individuals (HNIs) within the bank’s Priority Banking segment. This role focuses on deepening customer relationships, enhancing engagement, and driving cross-sell opportunities across the bank’s product suite. You will be expected to source new customers through lead generation models and field support, while ensuring a high standard of customer service and adherence to bank policies. The role also involves coordinating with product managers and group companies to deliver a seamless banking experience, conducting sales initiatives, and maintaining detailed relationship records. This position is ideal for professionals with a strong sales orientation, excellent communication skills, and a passion for building long-term client relationships in a dynamic banking environment.
- Acquire and expand relationships with High Net Worth (HNI) customers by sourcing Category A Priority clients.
- Generate new customer leads through structured lead generation models and external field support.
- Ensure high levels of customer service and strict adherence to bank policies and compliance norms.
- Cross-sell a wide range of bank products to existing customers to deepen wallet share.
- Educate clients on new products and enhancements to strengthen the banking relationship.
- Plan and execute special sales initiatives and client engagement activities in collaboration with Product Managers.
- Coordinate with group companies to offer integrated financial solutions across product lines.
- Maintain comprehensive relationship records for all assigned customer accounts.
- Ensure timely resolution of customer queries and maintain consistent client contact.
- Act as a role model within the organization by demonstrating professionalism and teamwork.