Branch Banking Relationship Manager in MNC

3 - 8 years

3 - 7 Lacs

Posted:3 weeks ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role & responsibilities

Job Purpose

• To deliver exceptional volume and revenue performance by acquiring and engaging with

clients having an AUM => INR 1 million through need-based approach and ensure client

coverage and product penetration through cross-sell and up-sell of Bank products and services.

• To manage & maintain the highest customer satisfaction and service levels through pro-active

client engagement & relationship management, coordinating internally with Bank Service and

Distribution and Product team

Key Accountabilities

• Acquire and upgrade quality clients in the branch location areas to Treasures segment.

• Engage with existing customers to deepen the wallet share through retention and growth of

AUM.

• Accountable for achieving monthly & annual volume and revenue objective, as agreed.

• Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings

Book growth

• Ensure proper implementation & execution of product strategies through effective relationship

management.

• Develop the client trust and loyalty for entrenched relationship with Bankthrough lifestyle and

beyond banking propositions

• Ensure optimum product mix and new- to- product clients aimed at customer level profitability

and enhancing client coverage.

• Drive and deliver exemplary customer service in the local market and uphold Bank service

standards.

• Ensure internal and regulatory compliance through strict adherence to Bank sales process,

timely risk reviews and exercising due diligence while on-boarding.

• Ensure exemplary service delivery of these clients by building appropriate workflows and

processes incl. doorstep banking etc.

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Waytogo Consultants

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San Francisco

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