RELATIONSHIP MANAGEMENT Kolkata- Shyam Bazar branch Job Description Relationship Manager , Handling Affluent customers Wealth Banking Knowledge ( Mutual Funds , Insurance , SIP’s, AIF, family wealth mgmt, Private banking RMs) AUM Size 100 crores & Above Very good Interpersonal skills ( Communication, Negotiation and convincing skills , Outspoken and good at explaining banking products) Good at financial planning Advisory Experience should be more than 6 years - Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. - Provide professional customer service to achieve a high percentage of customer satisfaction and retention. - Manage the portfolio to de-risk against attrition and achieve stability of book. - Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. - Serve as the one-point contact to the High Net Worth customers of the Bank SALES - Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment - Achieve the Targets set in terms of product mix - Induction of all new customers brought in by the Branches & Direct Sales team. - 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 approved contact plans. - Coordinate customer events for the cluster along with the product team Kindly acknowledge the same. Job Type: Full-time Pay: ₹100,000.00 - ₹3,000,000.00 per month Work Location: In person

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.,

PLease share cv at [email protected] for Delhi/NCR Implementing and executing the Product and Marketing Strategy with complete Business P/L responsibilities Business Promotion: Own and Manage the R&R framework across all channels Partner stakeholders in development of campaigns, marketing tools and collaterals towards promotion of trade and forex products Foster strategic alliances with partners/ agencies/ corporate affiliate relationships towards identification and realization of synergetic opportunities Provide enablers to channel owners which will help them in achieving TFX objectives (goal sheet/contest) Train / Coach Channel Owners for enhancing skills, knowledge and updates on recent product / process changes / key deals Design marketing campaigns and disseminate Sales Literature and Tools Develop and generate effective performance measurement tools for the channel § Benchmarking competition with regard to product/process/service delivery. § Design, Develop and Implement variety of innovative Marketing, promotions / schemes / programs for cross-sell and up-sell of products/services § Identify and Implement the best available and appropriate technology for all the products /channels. Digitization is a key theme for the bank. Critical for the incumbent to work closely with Technology team to identify and implement best available digital solutions for product/ process management of specific products/ channels. § Ensure effective Internal Control systems are in place and related procedures and techniques are developed § Good knowledge of Excel and analytical skills required § Knowledge of trade and forex products preferred Job Type: Full-time Pay: ₹100,000.00 - ₹150,000.00 per month Work Location: In person

PLease share cv at aarti.saini@tenheads.co.in for Delhi/NCR Implementing and executing the Product and Marketing Strategy with complete Business P/L responsibilities Business Promotion: Own and Manage the R&R framework across all channels Partner stakeholders in development of campaigns, marketing tools and collaterals towards promotion of trade and forex products Foster strategic alliances with partners/ agencies/ corporate affiliate relationships towards identification and realization of synergetic opportunities Provide enablers to channel owners which will help them in achieving TFX objectives (goal sheet/contest) Train / Coach Channel Owners for enhancing skills, knowledge and updates on recent product / process changes / key deals Design marketing campaigns and disseminate Sales Literature and Tools Develop and generate effective performance measurement tools for the channel § Benchmarking competition with regard to product/process/service delivery. § Design, Develop and Implement variety of innovative Marketing, promotions / schemes / programs for cross-sell and up-sell of products/services § Identify and Implement the best available and appropriate technology for all the products /channels. Digitization is a key theme for the bank. Critical for the incumbent to work closely with Technology team to identify and implement best available digital solutions for product/ process management of specific products/ channels. § Ensure effective Internal Control systems are in place and related procedures and techniques are developed § Good knowledge of Excel and analytical skills required § Knowledge of trade and forex products preferred Job Type: Full-time Pay: ₹100,000.00 - ₹150,000.00 per month Work Location: In person

PLease share cv at aarti.saini@tenheads.co.in for Delhi/NCR Implementing and executing the Product and Marketing Strategy with complete Business P/L responsibilities Business Promotion: Own and Manage the R&R framework across all channels Partner stakeholders in development of campaigns, marketing tools and collaterals towards promotion of trade and forex products Foster strategic alliances with partners/ agencies/ corporate affiliate relationships towards identification and realization of synergetic opportunities Provide enablers to channel owners which will help them in achieving TFX objectives (goal sheet/contest) Train / Coach Channel Owners for enhancing skills, knowledge and updates on recent product / process changes / key deals Design marketing campaigns and disseminate Sales Literature and Tools Develop and generate effective performance measurement tools for the channel § Benchmarking competition with regard to product/process/service delivery. § Design, Develop and Implement variety of innovative Marketing, promotions / schemes / programs for cross-sell and up-sell of products/services § Identify and Implement the best available and appropriate technology for all the products /channels. Digitization is a key theme for the bank. Critical for the incumbent to work closely with Technology team to identify and implement best available digital solutions for product/ process management of specific products/ channels. § Ensure effective Internal Control systems are in place and related procedures and techniques are developed § Good knowledge of Excel and analytical skills required § Knowledge of trade and forex products preferred Job Type: Full-time Pay: ₹100,000.00 - ₹150,000.00 per month Work Location: In person