Priority Banking

Are you an experienced Relationship manager looking for an exciting new opportunity working with one of the largest private sector banks in India? The Bank offers the entire spectrum of financial services to customer segments covering Large and Mid-Corporates, MSME, Agriculture, and Retail Businesses.

About the Role:
The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling.

The RM will be responsible for the identification of potential customers and providing them with customized solutions as per their requirements.

The position entails client management and acquisition with a key focus on expanding the Asset under Management.

Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders, and provide tailored investment products aligned to customer needs.

The center of all client engagements will be to ensure superior customer experience

Key Responsibilities:
A PB RM is primarily responsible for providing financial solutions to Priority customers and ensures value-added services.

He/she is responsible for increasing the liability side of the relationship via balances in the accounts of existing customers and enhancing customer profitability by capturing a larger share of the wallet.

He/ She is responsible for deepening the existing relationships by cross-selling of Bank's products and Services/third-party investment products. PB RM also enhances the book through new customer acquisitions.
He/ She is also involved in increasing customer engagement through other noninvestment products like Forex, Remittances, Loans, etc. to the new and existing customers.

PB RMs periodically review the existing relationships of all the customers from liability as well as cross-holding perspectives and also ensure that the customers are sufficiently educated/ leveraged on the best financial solutions.

Record and track all engagement activities through the CRM system

The optimal qualification for success on the job is:Graduation/Post-graduation from a recognized instituteAMFI and NCFM certificationsExperience: - 9 yearsKnowledge of the Banking Industry & Financial Markets Nature of Relevant Work Experience RequiredSales Experience in Handling HNI Customers in the Banking sector

Role Proficiencies:
For successful execution of the job, the candidate should possess the following:

Knowledge of banking products and servicesAbility to manage complex client situationsGood communication (both verbal and written) skills in both English and the local languageAbility to handle pressure and meet deadlinesGood networking and relationship-building skills

BenefitsInsurance, Health & Wellness:
The client provides health insurance and wellness programs to support the well-being of its employees

Financial & Retirement:
Employees can benefit from financial security through features such as provident funds, gratuity, and pension plans

Family & Parenting:
The bank may offer benefits to support employees with family and parenting needs, although specific details may vary

Vacation & Time Off:
The client provides paid vacation and time-off benefits to its employees

Perks & Benefits:
Additional perks and benefits could include allowances, bonuses, and various incentives.

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