Priority Banking Relationship Manager

Job Description

- Priority 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. - A PB RM is primarily responsible for providing financial solutions to the Priority customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship via balances 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. PB RM also enhances the book through new customer acquisitions. - He/ She is also involved in increasing customer engagement through other non investment products like Forex, Remittances, Loans, etc. to the new and existing customers. - PB RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective 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 - DAT, Customer Profiling etc for monitoring, accurate reporting and MIS. Key Result Areas : - Achieve % Cumulative Daily Average Balance - CDAB Deepening in Mapped Existing To Bank - ETB Book - Achieve the New to Bank - NTB CDAB Target from self-sourced accounts across all schemes - Achievement of New Priority Customer ID Acquisition Target - Achievement of the Points Target from Life Insurance - LI, General Insurance - GI, Mutual Funds - MF, Gold, Axis Direct and Alternate Products - Achievement of points target from Non-Life Insurance - LI IPG Points - Other Cross Sell Points - through Loans, Fixed Deposit - FD, Forex, Cards, Remittances, etc - Improve Customer Activation % by sale of defined hooks in the mapped portfolio - Customer Feedback Score - Training on modules like Wealth Management, Portfolio Building, Financial Planning, etc Purvi-HR 9867078228