Relationship Branch Head

The role involves being responsible for including HNI customers into the HNW Program and providing them with a superior customer experience to increase the profitability of the relationship. The Relationship Manager (RM) is tasked with acquiring new Imperia relationships, serving as a one-point contact for all financial needs, enhancing current relationship value, and increasing profitability from these relationships. The primary responsibilities include liaising with branch staff to identify eligible customers, acquiring new customers meeting product criteria, maintaining portfolio quality, and cross-selling bank products based on customer needs. The RM must achieve monthly and yearly revenue targets, control customer attrition, ensure KYC/AML compliance, and maintain a clean workspace. Additionally, the RM must focus on increasing wallet share by cross-selling various bank products, sales to family members and associates, and enhancing client's Customer To Group (CTG) level. Providing quality customer service, resolving customer queries and complaints promptly, keeping customers informed about program features, and promoting direct banking channels are also crucial aspects of the role. Key skills required for this position include sales and influencing skills, banking product and process knowledge, NRI product and regulatory knowledge, planning and organizing skills, good communication skills, knowledge of competition and current trends in the financial industry, IRDA certification, and optionally NCFM certification. Exposure to portfolio management segment is preferred.,