Relationship Manager - Branch banking

V Konnect

3 - 8 years

5 - 12 Lacs

Mohali Punjab India

Posted:3 days ago| Platform: Foundit logo

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Skills Required

Client Management Financial Analysis Sales Strategy Risk Assessment Regulatory Compliance

Work Mode

On-site

Job Type

Full Time

Job Description

Relationship Manager Yes Premia Core Responsibilities :

Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers
Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment
Identifies current and potential relationship with additional revenue potential and grow business
volumes for larger share of customer wallet Generating Incremental Business
Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc
Proactively sells the full range of consumer and commercial product to current and potential Relationships
Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio
Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank

Customer Engagement:

Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments
Analyses financial needs of the customers and offer appropriate product with utmost transparency
Drives revenue business to generate fee income through products like mutual funds, investments and insurance

Audit & Compliance

Adheres to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc

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