Relationship Manager

6 - 10 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Relationship Manager at Kolkata- Shyam Bazar branch, your primary responsibility will be handling affluent customers with an AUM size of 100 crores & above. You should possess wealth banking knowledge including Mutual Funds, Insurance, SIPs, AIF, family wealth management, and Private banking RMs. With more than 6 years of experience, you are expected to have very good interpersonal skills such as communication, negotiation, convincing skills, and be outspoken and proficient at explaining banking products. Your financial planning advisory skills should be commendable. Your role involves building and nurturing relationships with existing Priority Customers to increase share of wallet and revenues. Providing professional customer service to ensure a high percentage of customer satisfaction and retention is crucial. You will be managing the portfolio to mitigate risks against attrition and maintain stability of the book. Having comprehensive knowledge of the customer base in terms of their profile, demographics, psychographics, and assets within the Bank and elsewhere is essential. You will serve as the primary contact for the High Net Worth customers of the Bank. In terms of sales, you are expected to generate new business to meet defined targets regarding the number of customers, volumes, and revenue for the segment. Achieving product mix targets and ensuring induction of all new customers brought in by the Branches & Direct Sales team is part of your responsibilities. Maximizing sales process efficacy, achieving budgeted cross-sell targets, and implementing aggressive sales call plans to acquire large prospective customers through referrals are integral to your role. Coordinating customer events for the cluster along with the product team is also a key aspect of your job. This is a full-time position that requires your presence in person at the work location. Kindly acknowledge the same.,

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