Senior Relationship Manager Ujjivan Small Finance Bank

4.0 years

0 Lacs

Qasba

On-site

Senior Relationship Manager-Branch Banking East 3309-Kasba, Kolkata, West Bengal, India Department EAST BUSINESS Job posted on Jul 02, 2025 Employee Type Permanent Experience range (Years) 4 years - 6 years I. ROLE PURPOSE & OBJECTIVE Sr. Banking Relationship Manager the single point relationship management official of the Bank for the high-net-worth customers in the Priority Banking Segment of Bank. Sr. RM is primarily responsible for providing financial solutions to the Emerging HNI & HNI customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship especially via balance growth in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet. He/ She is responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. Also enhances the book through new customer acquisitions. Apart from Liability his/her key focus will be on ensuring Cross-sell of Mutual Funds SIPs, Insurance etc. He/ She should also ensure in increasing customer engagement through other products like Forex, Remittances, Loans, etc. to the new and existing customers. He/She will also ensure that references of other HNI customers are taken from existing customers which could be family members, friends, acquaintances, business partners etc to enhance his portfolio. Sr. RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective like Investments MF, Demat etc and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions. He/ She also updates Bank's internal systems like the Daily activity tracker in CRM, Customer Profiling etc for monitoring, accurate reporting and MIS. II. SIZE OF THE ROLE- NA FINANCIAL SIZE NON-FINANCIAL SIZE TRV Size Ranging from 25 Cr – 100 Cr Number of Branches – 2 to 4 selective branches within City/Cluster/Region Number of products and services – catering to all banking products & services Volume of products and services – As mentioned in their KRA III. KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business Achieve % Cumulative Daily Balance - Deepening in Mapped Existing to Bank - ETB Book Achieve the New to Bank - NTB Target from self-sourced accounts across all schemes Achievement of Target from Mutual Funds, Life Insurance - LI, General Insurance - GI, Asset Products Other Cross Sell Points - through Loans, Term Deposits, Forex remittances, Cards, etc Improve Customer Activation % by sale of defined hooks in the mapped portfolio. Experience on modules like Wealth Management, Portfolio Building, Financial Planning, etc Customer Resolution of Queries / Requests that may come from managed CASA clients; adhering to the TAT Providing the best alternate channel experience for the customer through IB / MB/ CIB & Phone Banking Provide Doorstep service to managed customers, where-ever required Implementing necessary training for staffs to enable them to handle managed customers Sr. RMs periodically reviews the existing relationships of all the customers from liability and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions. Customer Feedback Score Internal process Streamlining the process of customer on-boarding and ensuring seamless process during the same Responsible for updating and maintaining all Managed Customer upsell related MIS as well as New Customer acquisition done by RM (Calls, Prospects, Meetings, Business Conversions) Learning & Performance Ensure adherence to training man-days/ mandatory training programs for self to ensure product knowledge & change in processes Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines

Posted 17 hours ago

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