Relationship Manager

Role & responsibilities

Job Summary :

- Acquire high value new to bank customers through industry best pricing offered by AU small finance bank

- Manage relationship with existing set of clients mapped by the Bank in order to enhance value

- To aggressively cross sell investment and insurance products using Offline/ Digital platform of AU small finance

- Build liability book for the Bank

Key Responsibilities :

- Acquire high value new to bank CAS ATD customers to Bank on a monthly basis

- Complete family banking proposition for families of customers on-boarded in order to increase Relationship Value of customers acquired

- Manage the relationships of clients provided by AU small finance bank in order to enhance wallet share

- Sharp execution of Cross-sell strategy of the Bank for all mapped and acquired clients including:

- Digital Channel Activation

- Activation for Digital Wealth Management

- Selling Investment and Insurance Products

- Achieve individual Book and Fee Income targets as mandated in Goal Sheet in order to secure highest rating as per policy of the Bank

- Handle the service requirement of customers are taken case in a prompt and pro-active manner

- Provide regular feedback to Branch / Head Office team for improved customer relationship management.

- The position is on Monthly Incentive Program outcome of which is dependent on achievement of laid down.

- Excellent Communication Skills

Experience - Having 2 to 4 years of expertise in banking and finance.

Education :

- Graduates

- Postgraduates

- IRDA Certification (will give an additional advantage)

Language - English (Required)

Industry - Banking & Finance

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Perks and benefits