Relationship Manager
| Location | INDORE | ||
| Business/Function | RELATIONSHIP MANAGEMENT | ||
| Band | E02 | ||
| Reports to | ZONAL RELATIONSHIP MANAGER |
Job Duties & Key Responsibilities
- Responsible for managing relationship of Top 300 HNI clients allocated to him.
- Improve customer relationship, deliver reliable support and service
- Sales activity planning, account management, Servicing & identify new sales opportunities in assigned set of customers
- Grow assigned portfolio by cross selling wealth and Loan products to gain larger wallet share in both AUM and Revenue terms
- Drive Revenue and product per customer penetration
- Manage customer attrition and retentions
- Ensure quality of the portfolio with an eye for signs of stress in the client operations / activity and address them appropriately
- Compliance with legal requirements, industry regulations, organizational policies and professional code of conduct
- Other responsibilities include managing pre-sanction and post sanction documentation, undertake commercial negotiations, Call memo preparation and CRM updation.
- Improve customer relationship, deliver reliable support and service
- Sales activity planning, account management, Servicing & identify new sales opportunities in assigned set of customers
- Grow assigned portfolio by cross selling wealth and Loan products to gain larger wallet share in both AUM and Revenue terms
- Drive Revenue and product per customer penetration
- Manage customer attrition and retentions
- Ensure quality of the portfolio with an eye for signs of stress in the client operations / activity and address them appropriately
- Compliance with legal requirements, industry regulations, organizational policies and professional code of conduct
- Other responsibilities include managing pre-sanction and post sanction documentation, undertake commercial negotiations, Call memo preparation and CRM updation.
Required Qualifications
? Excellent communication skills-written and verbal
? Exceptionally high motivational levels and needs to be a self-starter
? Must possess at least 2-4 years of experience in banking products as an RMs in liabilities/wealth/assets side.
? Must have experience in mortgages /working Capital products.
? Must be a post graduate with professional degree likes MBA/PGDM OR CA/CFA
? Exceptionally high motivational levels and needs to be a self-starter
? Must possess at least 2-4 years of experience in banking products as an RMs in liabilities/wealth/assets side.
? Must have experience in mortgages /working Capital products.
? Must be a post graduate with professional degree likes MBA/PGDM OR CA/CFA
No comments:
Post a Comment