Relationship Manager

4 weeks ago


MumbaiNavi MumbaiThanePuneAhmedabad, India iimjobs Full time

Managing the banking and investments relationship Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment.

- Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer,

- Proactively and timely identifies potential problem accounts and formulates appropriate risk mitigating strategies.

- Manage customer migration between segments, sub-segments and the HNI business.

- Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.- Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of most important customer segment

- Ensure all sales activity is recorded online as per the organizational process (CRM)

- Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets

- Informs customers about new products or product enhancements to further expand the banking relationship

- Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM)

Desired Candidate Profile :

- Minimum Graduate, Masters degree in a related field will be an added advantage

- Experience of 4- 8 years in Retail Banking; preferably in relationship/transactional banking

- Good time management skills, Selling skill, Interpersonal and communication skills, Well versed with English and local Language.

- Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skills, Organized and Result-orientation

- Willingness to travel as needs require; Honesty and Integrity

- Ability to work under pressure


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