JOB DESCRIPTION - Relationship Manager - Select

Grade Band : Middle Management

Desired qualification : Graduate/ MBA / Post Graduate / AMFI mandatory

Experience : 2-6 years

Compensation : Negotiable

Position Reporting to : Head - Relationship / Branch Manager

JOB SUMMARY :

- Individually acquire and nurture relationships of the bank through wealth products. (Good knowledge on banking products, LI, GI, MF, Gold)

Detailed Responsibilities :

- Generate new business to achieve defined sales targets

- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

- Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.

- Manage the portfolio to de-risk against attrition and achieve stability of book.

- Manage the key performance indicators at the highest level.

- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Sales :

- Achieve the Targets set in terms of product mix.

- Achieve - best in class- productivity in order to maximize the efficacy of the sales process.

- Achieve the budgeted cross sell targets.

- Aggressive Sales call plans to acquire large prospective customers through referrals.

- Ensure coverage of customer base in accordance with the Group Approved Relationship Matrix.

Integration Management :

- Manage the customer transition with utmost sensitivity.

- Awareness of all the policies and procedures issued in relation to money laundering prevention.

- Ensure compliance with these policies and procedures on an ongoing basis.

- Any suspicious transaction must immediately be reported to the supervising officer.

Key Skills :

- Ability to communicate in English and Vernacular effectively.

- Good Networking skills and Analytical skills.

- Good Follow up skills.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.