Relationship Manager - Wealth Products - Banking

Relationship Management :

- Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers

- Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment

- Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet

Generating Incremental Business

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

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

- Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio

- Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank

Customer Engagement:

- Ensures 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

Investments:

- Analyses financial needs of the customers and offer appropriate product with utmost transparency

- Drives revenue business to generate fee income through products like mutual funds, investments and insurance

Audit & Compliance:

- Adheres to the Bank's policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)