Customer Relationship Development Specialist

2 days ago


Lucknow, Uttar Pradesh, India beBeeRelationship Full time ₹ 38,745 - ₹ 38,74,500
Job Title: Relationship Manager

We are seeking a seasoned sales professional to join our team as a Relationship Manager. This is an exciting opportunity for a results-driven individual who is passionate about delivering exceptional customer experiences and achieving revenue growth.



Key Responsibilities:

  • Maximize sales performance to achieve allocated revenue targets, self and branch, through liability products, current savings, term deposits, wealth management products, and asset-related products.
  • Generate new business via sales promotions, out-marketing calls, and presentations, and in-branch contacts.
  • Participate actively in branch sales planning to generate action plans for meeting targets.
  • He/She must be aware of bank's mis-selling sales policies and ensure adherence at all times.
  • Ensure high levels of customer service in the Branch.
  • Manage difficult customer situations, ensure compliance with internal and external guidelines, and minimize comments in audits and other inspections.
  • Ensure transactions are processed with a high level of accuracy and commitment to satisfy customer needs.
  • Ensure validity and completeness of transactions processed and ensure concessions relative to exchange rate, fees, charges, etc., are authorized or overridden by appropriate authorities.
  • Ensure adherence to laid-down processes, facilitate first-time resolution, minimize rejections, and customer complaints.
  • Monitor customer satisfaction survey ratings, net promoter score, or any other survey feedback ratings taken from customers and ensure continuous improvement if below benchmark, sustain, and better quality service.
  • Take responsibility for general reconciliation and control activities.
  • Find ways to improve operational efficiency and control costs to meet cost budgets.
  • Be multi-skilled to handle all kinds of transactions and services in the bank.
  • Manage growth and attrition of the base, facilitate customer up-streaming, improve product per customer.
  • He/She must be fully aware of all policies and procedures issued in relation to ORMA, Group Code of Conduct, KYC, CDD, EDD, money laundering prevention, etc., and ensure compliance with these policies and procedures on an ongoing basis.
  • Any suspicious transaction must immediately be reported to the supervising officer.
  • Premises management in areas of merchandising, housekeeping, as well as store management, Branch upkeep, and maintenance, responsible for health and safety for all.
  • As part of the Health and Safety guidelines, He/She should take reasonable care for the health and safety of co-workers and those who may be affected by his/her actions or omissions, cooperate with Management to support and promote Health and safety in the workplace, ensure that his/her actions do not put others at risk, work in a healthy and safe manner, encourage others to work in a healthy and safe manner, report all accidents and incidents, and bring to the attention of the management any hazard in the workplace.
  • Risk Management - Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC, ensure compliance with the above policies on an ongoing basis, and report any suspicious transaction immediately to the supervising officer, ensure full awareness of all policies relating to operational risk, sales processes, misselling, etc., and comply with the same.
  • Read, understand, and comply with all provisions of the Group Code of Conduct.


Qualifications:

  • Post Graduate, consistent academic career.
  • Extensive sales experience 2 to 5 years.
  • Sales-focused and highly target-oriented.
  • Able to pick up new concepts quickly.
  • Able and excited about going out to meet new customers.
  • Competitive awareness, benchmarking.
  • Excellent communication, interpersonal, relationship-building skills.
  • Banking knowledge, Management Information Skills, Good Interpersonal Skills.


Benefits:

  • In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial, and social wellbeing.
  • Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
  • Time-off including annual leave, parental maternity, 20 weeks, sabbatical, 12 months maximum, and volunteering leave, 3 days, along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
  • Flexible working options based around home and office locations, with flexible working patterns.
  • Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders, and all sorts of self-help toolkits.
  • A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual, and digital learning.
  • Being part of an inclusive and values-driven organization, one that embraces and celebrates our unique diversity across our teams, business functions, and geographies - everyone feels respected and can realize their full potential.


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