Relationship Manager

3 weeks ago

Mohali Chandigarh Panchkula, India V Konnect Full time

Job Description Relationship Manager Yes Premia Core Responsibilities : - Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers - Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment - Identifies current and potential relationship with additional revenue potential and grow business - volumes for larger share of customer wallet Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc - Proactively sells the full range of consumer and commercial product to current and potential Relationships - Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio - Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: - Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments - Analyses financial needs of the customers and offer appropriate product with utmost transparency - Drives revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance - Adheres to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc

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