Bank Relationship Manager Resume Template
Hiring managers look for the portfolio you managed, how much you grew it, and your record on targets and compliance. This template starts you with a sample summary, skills grouped by area and experience points written for the role, each one ready to replace with your own.
Use this template →Free, no account. Your resume stays in your browser.
What the template looks like
The sample text below is what the builder starts you with. Every line is editable, and anything you leave empty is left out of the download.
Your Name
City, Country · Phone · Email · LinkedIn
Summary
Bank relationship manager with 6 years of experience managing and growing a portfolio of 350 high-value retail customers.
Skills
- Banking: Deposits, loans, wealth products, insurance, KYC and AML
- Sales: Portfolio growth, cross-selling, customer acquisition, retention
- Tools: CRM, Finacle, MS Excel
Experience
Relationship Manager
Company: Unity First Bank
Oct 2022 – Present · Mumbai
- Grew a portfolio of 350 customers from ₹120 crore to ₹190 crore in two years.
- Achieved 125% of the annual revenue target.
- Kept all accounts fully KYC compliant across three audits.
Personal Banker
Company: Capital Trust Bank
Aug 2019 – Sep 2022 · Gurugram
- Opened 400 savings accounts and sold 150 insurance policies in a year.
- Ranked in the top 10% of the region for customer satisfaction.
Education
- MBA, Finance, ICFAI Business School, Hyderabad, 2016 – 2018