Relationship Manager - Retail branch banking

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

Warm Regards,

Muskan jain

V-Konnect Associates

529,Tower B,Spazedge Mall

Sector 47, Gurugram, 122018
Email: muskan.jain@v-konnect.com
Phone: 9518113213
www.v-konnect.com