Relationship Manager - CASA/Wealth/HNI/Mutual Funds

Relationship Manager ( CASA, Wealth, HNI, Mutual funds)

Business Unit : Branch Banking

Grade : Manager / Senior Manager

Sub Unit : Relationship Manager

Reporting to: Branch Business Leader (BBL)

Responsibilities :

Relationship Management :

- Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment.

- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.

- Identify current and potential relationship with additional revenue potential and grow business

- Generating Incremental Business

- Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc.

- Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships

- Increase CASA balance in allocated portfolio either through Deepening or Acquisition.

- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank.

Customer Engagement:

- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

- Face to the client and First person Responsible for service and sales satisfaction of mapped clients.