Relationship Manager - Bank

Role Outline/Job Summary :

To enhance the Relationship Value of the assigned CitiGold- & Citiselect- customers through established compliant processes, by providing customer oriented wealth management solutions

Business/ Department

Objectives :

Core Responsibilities :

- Review the customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs.

- Advise CG/CS customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.

- Review product penetration for the assigned client base, identify potential CG/CS customers who can be sold tailored products to enhance product penetration

- Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.

- Organize CG/CS customer events to enhance customer bonding.

- Acquire new customers through converting referral leads.

- Ensure that KYC/AML and other compliance norms are strictly adhered to.

- Complete all mandatory certifications within 90 days of joining the bank and continuously keep self updated on changes in products, processes and compliance/regulatory norms.

- Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided to them.

- Keep immediate supervisor informed about key market/customer information and proactively escalate potential issues/concerns.

Neha Singh