BRM(Brach RelationShip Manager)

This position is for one of the fastest growing MNC Bank in India

Job Purpose

 To deliver exceptional volume and revenue performance by acquiring and engaging with Bank'S

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 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 through 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 service

standards.

 Ensure internal and regulatory compliance through strict adherence to 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.

Job Duties & responsibilities

 Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the

client having AUM => INR 1 M

 Ensure complete knowledge of all products & services through continuous skill and knowledge

improvement.

 Resolve customer queries and complaints within the agreed TAT as per the Bank's customer

service policy.

 Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure

that team objectives are met through an environment that nurtures harmony and collaboration

through teamwork

 Work closely with the Line Manager and City / Cluster Head to ensure achievement of common

team and Branch objectives.

 Ensure internal and regulatory compliance and address operational risks if any, e.g. Health &

Safety standards, security of premises, AML / KYC and ongoing risk reviews.

 To exercise appropriate due diligence while on-boarding and engaging with clients.

 Establish Bank's as a primary banker for clients and as a prominent banking provider in India.

Required Experience

 Minimum 5 years of experience in in a reputed bank and proficient in banking products.

 In-depth knowledge of local market and competition.

 AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added

advantage

Education / Preferred Qualifications

 Graduate(10+2+3).