Relationship Manager - Premium Relationship - HNI/NRI/Family Offices - Bank

Job Title/Designation Relationship Manager- Premium Relationships (HNI NRI Family Offices)

(e.g. GM IT, GM HC etc.) (in SM1 / SM2 grade)

Department Premium Relationships

Job Location Region Wise

Job Code

Salary Grade

Area of operation Region Wise

PURPOSE OF ROLE :

The role of a RM-Premium Relationships (HNI, NRI, Family Offices) is to acquire Bulk Deposits/CASA from High Net Worth Individuals, NRIs, Family Offices, NOA, monitor and address client's banking requirements, providing service related to exisiting products, client service issue resolution in defined TAT and cross-selling of various products & services offered by bank. Formulate sales plan to acquire new customers for increasing customer base of the portfolio and enhancing value of existing relationships.

POSITION IN THE ORGANISATION :

Direct Reporting To : Zonal Head - Premium Relationships

KEY WORKING RELATIONSHIPS :

Internal Purpose of the Interaction Frequency

Business Heads Zonal Head - Premium Relationships Business Reviews/Client Relationship Management/Deepening & Resolution of complaints/issues, portfolio review Weekly

Branch Head(BH) Leads Generation, Business Pitches and Coordination matters in business development/servicing etc Daily / Weekly / Monthly and When Scheduled

Branch Operations Manager (BOM) Movement of Forms, Service Enquiry to the exisiting and related products & services of customers,Ensuring client contactability at all times tHCough updation of latest contact details in all necessary systems, Regular contact with all mapped clients through weekly / monthly calls Daily / Weekly / Monthly and When Scheduled