Relationship Manager

8 - 13 years

2 - 4 Lacs

Posted:22 hours ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Relationship Manager

Roles and Responsibilities

Client and Relationship Management:

  • Manage and provide expert relationship management for key

    NR

    clients.
  • Drive the acquisition of new relationships from the

    Corporate and Institutional Banking (CIB)

    team, focusing on owners, promoters, directors, and CFOs.
  • Anticipate shifting customer expectations to ensure the bank stays ahead of competitors.
  • Ensure regular engagement with mapped relationships and maintain portfolio quality and profitability at the client level.

Product and Business Development:

  • Maintain a strong working knowledge of client portfolios and products to increase business wallet share.
  • Showcase the full range of consumer and commercial banking products to existing and potential key clients to harness incremental business opportunities.
  • Contribute to the development of new products and services by providing customer feedback to the respective program teams.

Compliance and Collaboration:

  • Ensure compliance with

    KYC (Know Your Customer)

    and

    AML (Anti-Money Laundering)

    requirements in all dealings.
  • Participate in cross-functional activities that promote collective responsibility and help achieve the institution's objectives.

Skills Required

  • Proven experience in managing key client relationships, preferably with

    NR

    clients.
  • The ability to acquire new relationships from a

    CIB

    team.
  • Strong knowledge of consumer and commercial banking products.
  • An understanding of

    KYC

    and

    AML

    requirements.
  • A proactive approach to anticipating and addressing customer needs.
  • Excellent communication and interpersonal skills to maintain strong client relationships.
  • The position will be evaluated based on overall profitability and relationship at both the RM and client levels.

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