State Bank of India (SBI) provides dedicated relationship managers to its high net worth customers. The job of a relationship manager is to provide personalised banking services to the customer for all his/her banking needs. The relationship managers of SBI also provide doorstep banking services such as pickup and delivery of documents from the doorsteps of the customers, thereby eliminating the need for physical visits to the branch on the part of the customers. No extra charges are levied by the bank for a relationship manager.
Benefits such as relationship manager depends upon the customer categorisation followed by SBI. For instance, a customer in the diamond category has an average quarterly balance ranging between Rs. 1 lakhs and Rs. 2 lakhs and is eligible for multiple benefits including relationship manager. The customer category is assessed on a half yearly basis and benefits can be upgraded or downgraded accordingly.
Steps To Connect With SBI Bank Relationship Manager
If you are eligible to avail the services of a relationship manager, you are required to follow the below mentioned steps to find the same.
1. Log in to your net banking account
It is necessary to have an internet banking account with the SBI to find relationship manager online. Visit the official website of SBI and log in to your internet banking account. To this end, you need to enter your username and password. It must be noted here that you are required to enter your login password and not your profile password.
Since the internet banking accounts of SBI are protected by a 2-factor authentication, you will receive an OTP on your registered mobile number after submitting your username and login password. Enter the OTP in the given field to access your net banking account.
2. Select Request & Enquiries
The dashboard of your net banking account appears on successful login. Thereafter, you need to click on the “Request & Enquiries” option which is present on the top menu at the right hand corner of the screen.
3. Select Know Your Relationship Manager
On clicking “Request & Enquiries” option, a drop down menu listing multiple options is displayed on the screen. You are simply required to click on the “Know Your Relationship Manager” option from the drop down menu.
Final Step
On clicking “Know Your Relationship Manager” option, information such as name, home branch and CIF number is displayed on the screen. You simply need to select your CIF number and click on view. On clicking the view button, you immediately get access to the details of your relationship manager.
In case you do not fit the criteria to be assigned a relationship manager, an error message will be displayed which says “Sorry, Relationship Manager is not linked to you. Please contact your home branch for further details.”
What if you don’t have a net banking account?
In case you do not operate a net banking account with the SBI, you are simply required to directly contact your home branch and seek details of your relationship manager, if assigned. You can also call the customer care number of SBI.
Santosh Kumar is an editor at unfoldstuffs.com and a professional content writer. With years of experience he is passionate for creating engaging, informative and impactful topics.
