Experienced professionals · 6 years, B.Com

Bank relationship manager resume sample

A complete, ready-to-edit resume for bank officers and relationship managers applying for senior RM or branch manager roles. It fits on two pages, follows the format Indian employers expect, and every line below is yours to copy or change.

  • 2 pages
  • Professional Summary
  • Free to use
All 202 samples

The bank relationship manager resume sample in full

The name, phone number and email are made up. When you use the sample, your own details from your profile go in, and anything missing is highlighted for you to fill.

Rohit Agarwal

Relationship Manager – Retail & SME Banking · Jaipur, Rajasthan

Professional Summary

Relationship manager with 6 years in retail and SME banking, handling a book of ₹85 crore across 320 high-value clients. Grew deposits by 28% and fee income by 35% in the last two years while keeping NPAs at zero. Known for building long-term client trust, cross-selling insurance and investments, and strict KYC compliance.

Skills

Banking

  • Relationship management
  • Deposits and CASA
  • Working-capital and term loans
  • Credit appraisal basics
  • KYC / AML

Wealth

  • Mutual funds
  • Life and health insurance
  • Portfolio review

Tools

  • Finacle
  • CRM
  • MS Excel

Work experience

Relationship Manager – Priority Banking, Pinkcity Commercial Bank Ltd.

Jaipur, Rajasthan · May 2023 – Present

  • Manage 320 priority clients with ₹85 crore in deposits and investments.
  • Grew the book's deposits by 28% and fee income by 35% in two years.
  • Cross-sold insurance and mutual funds worth ₹6.2 crore in FY 2025-26; ranked #2 in the region.
  • Onboarded 45 SME current accounts and arranged ₹12 crore of working-capital limits, with zero NPAs.
  • Keep 100% KYC and AML compliance across all client files.

Assistant Manager – Branch Banking, Pinkcity Commercial Bank Ltd.

Ajmer, Rajasthan · Jul 2020 – Apr 2023

  • Handled account opening, loans desk and customer service for a branch with 9,000 customers.
  • Sold 140 home and car loans worth ₹38 crore; best branch sales officer in 2022.

Sales Officer – Loans (contract), Marwar Finserv Pvt. Ltd.

Jaipur, Rajasthan · Jun 2019 – Jun 2020

  • Sourced personal and business loans through field visits and DSAs; beat monthly targets 10 of 12 months.

Education

  • B.Com

    University of Rajasthan · University of Rajasthan · 72.4% · 2016 – 2019

  • Class 12 (Commerce)

    Maheshwari Public School · CBSE · 86.0% · 2016

Certifications

  • JAIIB – Indian Institute of Banking & Finance (IIBF) (2021)
  • NISM Series V-A: Mutual Fund Distributors – NISM (2022)
  • IRDAI Insurance Agent (Life & General) – Insurance Institute of India (2023)

Achievements & Awards

  • Regional Star Performer – Wealth – Pinkcity Commercial Bank (2025)

Languages Known

  • Hindi – Native
  • English – Fluent
  • Marwari – Fluent

Tips for sales resumes

  • Lead with targets and results: % of target, revenue, new accounts, region.
  • Name the products, channels and kinds of customers you sold to.
  • Mention your CRM (Salesforce, Zoho) and the languages you sell in.
  • Before you apply, paste the job advert into Dossier4u's ATS check: it lists the skills, years and qualifications the advert asks for that your resume does not show yet.

Templates that suit this resume

Guides for this resume