Relationship Manager - Select

Job Summary - Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold )

Detailed Responsibilities - Generate new business to achieve defined sales targets

? Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

? Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

? Ensure ongoing self-development.

? Manage the portfolio to de-risk against attrition and achieve stability of book.

? Manage the key performance indicators at the highest level.

? Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Sales

? Achieve the Targets set in terms of product mix.

? Achieve best in class productivity in order to maximize the efficacy of the sales process.

? Achieve the budgeted cross sell targets.

? Aggressive Sales call plans to acquire large prospective customers through referrals.

? Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.

Integration Management

? Manage the customer transition with utmost sensitivity.

? Awareness of all the policies and procedures issued in relation to money laundering prevention.

? Ensure compliance with these policies and procedures on an ongoing basis.

? Any suspicious transaction must immediately be reported to the supervising officer.

Mandatory Certifications

? AMFI mandatory