Select Relationship Manager

Job title: Select Relationship Manager Role Summary: Responsible for managing existing customers of the bank as well as growing the base by acquiring new to bank customers. The Relationship Manager is supposed to service all banking needs of mapped clients Overall Job Description Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth (Banking products, LI, GI, MF, Gold) Acquires new customers through active referrals from clients in existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell. Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio. Easily establish relationship with customers and build a rapport. Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank. Is able to instil confidence in the customer on providing financial advice related to investments, insurance, simple banking transactions. Maintain highest order of honesty, transparency and integrity in all actions. 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.