Task Relationship Manager

3 weeks ago

India Faridabad SkillLabs Full time

Job Description Roles And Responsibilities Job Purpose - Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for - Acquiring new Bank's HNW relationships. - To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. (HNW Portfolio Management - Acquiring, Enhancing, Deepening and Retention) - Liaising with branch staff to flag eligible customers form HNW portfolio - Acquire new customers who meet product criteria - Regular interaction with the customer to build rapport to understand and update the profile. - Enhance the Overall value/book size of the portfolio - Maintain the overall quality / hygiene parameters of the portfolio - Cross selling products of the bank based on the customer need - Joint calls being done along with Supervisor as per defined process - Advisory services to be offered based on the requirement - Achieving MTD and YTD Revenue Targets - Attrition control of customers Operations, Marketing & Processes - Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) - Ensure KYC / AML norms are adhered to at all points of time - Ensure that norms are adhered to for individuals workstation Increase In Wallet Share - Look for opportunities to cross sell any other product of the Bank, to ensure that Bank is a one stop shop & solution for all banking needs of the HNW Customer - Sales to family members and associates (all network) - Ensure that optimal levels of Income generating is reached - Product Penetration & contribution towards focused product Customer Service - Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. - Customer is informed about any regulatory or process change. Keep the customer updated on program features. - Ensure timely customer communication on requests and concerns raised. - Proactive complaint management through feedback from customers. - Promoting all direct banking channels and ensuring that the customer is utilizing the same - Ensure smooth transition of handover/takeover of the portfolio Key Skills - Sales and Influencing Skills - Banking Product & Process Knowledge - NRI Product and Regulatory Knowledge - Planning and Organizing Skills - Good Communication skills - Knowledge of Competition & Current trends in financial Industry. - IRDA Certification - NCFM Certification (Optional) - Exposure to Portfolio Management segment

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