Premier Relationship Manager

A Premier Relationship Manager (PRM) is a banking professional who manages relationships with high-value or affluent customers, often called Premier , Priority , or HNI (High Net Worth Individual) clients. Their goal is to grow the bank's business while providing personalized financial advice and service.

Key Responsibilities

• Managing a portfolio of affluent customers.
• Acquiring new customers through referrals, networking, and sales activities.
• Advising clients on banking, investment, insurance, and wealth management products.
• Cross-selling products such as mutual funds, loans, credit cards, and insurance.
• Ensuring excellent customer service and resolving client issues quickly.
• Meeting revenue, sales, and portfolio growth targets. 

Required Skills

• Strong communication and relationship-building skills.
• Sales and negotiation ability.
• Knowledge of banking, investments, and financial planning.
• Customer-focused mindset.
• Ability to handle targets and business development responsibilities. 

Typical Eligibility

• Bachelor's degree (B.Com, BBA, MBA, Finance, etc.).
• 1–5+ years of banking, wealth management, CASA, or financial sales experience.
• Experience handling affluent customers is often preferred.