Relationship Manager-Branch Banking
3 days ago
Business
- Responsible annually to manage existing portfolio and acquire a new to bank portfolio of around Accounts.
- Expected to achieve the pre-fixed Net Book/ deposits growth (CASA Values & FD) for the year Expected to achieve the MOM addition of SA & CA Accounts
- Setting up meetings with prospective customers, ensuring that the clients are offered all products from Ujjivan including SA /CA / FD / Life Insurance/ Loan Products etc.
- Managing the portfolio of the customers on-boarded; ensuring their queries & requests are addressed on a timely manner; there by resulting in superior Customer Experience
Customer
- Resolution of Queries / Requests that may come from managed CASA clients; adhering to the
- TAT
- Providing the best alternate channel experience for the customer through IB / MB/ CIB & Phone Banking
- Provide Doorstep service to managed customers, where-ever required
- Implementing necessary training for staffs to enable them to handle managed customers
Internal process
- Streamlining the process of customer on-boarding and ensuring seamless process during the same
- Working towards eliminating bottlenecks in the Account Opening process and rejuvenating the customer journey with Ujjivan
- Conversion of all form based processing to digital process, with minimal documentation in the long run
- Responsible for updating and maintaining all Managed Customer upsell related MIS as well as New Customer acquisition done by RM (Calls, Prospects, Meetings, Business Conversions)
Learning & Performance
- Ensure adherence to training man-days/ mandatory training programs for self
- Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines
Timely training of Branch staff, so as to ensure product knowledge & change in processes are communicated in a timely manner
Location- Makarpura Road
Nadiad
Valsad
Mavdi Chowk
Anand
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