Relationship Manager

2 days ago


Surat, India IndusInd Bank Limited Full time

As a Relationship Manager:-


Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold )


Detailed Responsibilities :-

  • Generate new business to achieve defined sales targets
  • Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.
  • Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
  • Ensure ongoing self-development.
  • Manage the portfolio to de-risk against attrition and achieve stability of book.
  • Manage the key performance indicators at the highest level.
  • Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
  • 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.

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