Relationship Manager/Head - Sales - Exclusive Clients - BFSI

Grade Band Middle Management

Desired qualification Graduate/ Post Graduate / AMFI mandatory

Experience: 8-15

Compensation: Negotiable

Position Reporting to: Head Relationship

JOB SUMMARY

- Relationship Management profile involving acquiring, growing and deepening Customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Customer's financial, banking, investment and business needs and objectives.

- Provide the face of the Bank to the highest net worth customers of the Bank.

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.

- Ensure ongoing self-development.

- 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 the 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.