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Relationship Manager

2 weeks ago

Bengaluru Dharwad Hosur, India Ujjivan Small Finance Bank Full time ₹ 6,00,000 - ₹ 18,00,000 per year

ROLEPURPOSE & OBJECTIVE

  • Theincumbent will be primarily responsible for providing Financialsolutions to meet the requirements of the existing Mappedcustomers and ensure value added customer service as well asacquiring New to Bank CASA Customers.
  • Responsiblefor handling the portfolio of existing Mapped CASA customers andgenerating revenue / book growth
  • Responsiblefor increasing Liabilities book size of relationships viabalances in accounts of existing mapped CASA customers or throughTerm Deposits, Cross selling of MF / Insurance, Loan products,acquiring family accounts and retaining the relationship
  • Toacquire pre-fixed New to Bank CASA customers through Open Marketreferrals / Referrals from existing CASA client base / BTLInitiatives & other tie ups
  • Shouldbe in close contact with the existing customers through personalvisits, mailers and phone calls and share insights on thefluctuations in interest rates, FD rates and various productofferings.
  • Informscustomers of new products or product enhancements to furtherexpand the banking relationship.
  • Maintainscomplete relationship record for assigned customer accounts.
  • Ensurecontinuity of high quality service, product delivery, andresponsiveness to customer needs
  • Trackscustomer complaints/queries and turnaround times for customersatisfaction.
  • Responsibleto be abreast with all policies relating to operational risk,sales processes, mis-selling etc and ensure compliance with thesame.

  • Developeffective ways to promote Brand awareness & Productproposition that lead to measurable business results

  • SIZEOF THE ROLE

FINANCIALSIZE

NON-FINANCIALSIZE

  • Entireliability target for the branch
  • CASABook as per the branch
  • TASCBook as per the branch
  • BB-FIGBook as per the branch

  • Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch

  • Numbertarget for all the respective products.

  • CA
  • SA
  • TASC
  • SnrCitizen
  • HNI
  • NR

  • Manageportfolio of assigned branch customer holders

  • KEYDUTIES & RESPONSIBILITIES OF THE ROLE

Business

  • Responsibleannually to manage existing portfolio and acquire a new to bankportfolio of around Accounts.
  • Expectedto achieve the pre-fixed Net Book/ deposits growth (CASA Values &FD) for the year
  • Expectedto achieve the MOM addition of SA & CA Accounts
  • Settingup meetings with prospective customers, ensuring that the clientsare offered all products from Ujjivan including SA /CA / FD /Life Insurance/ Loan Products etc.
  • Managingthe portfolio of the customers on-boarded; ensuring their queries& requests are addressed on a timely manner; there byresulting in superior Customer Experience

Customer

  • Resolutionof Queries / Requests that may come from managed CASA clients;adhering to the TAT
  • Providingthe best alternate channel experience for the customer through IB/ MB/ CIB & Phone Banking
  • ProvideDoorstep service to managed customers, where-ever required
  • Implementingnecessary training for staffs to enable them to handle managedcustomers

Internalprocess

  • Streamliningthe process of customer on-boarding and ensuring seamless processduring the same
  • Workingtowards eliminating bottlenecks in the Account Opening processand rejuvenating the customer journey with Ujjivan
  • Conversionof all form based processing to digital process, with minimaldocumentation in the long run
  • Responsiblefor updating and maintaining all Managed Customer upsell relatedMIS as well as New Customer acquisition done by RM (Calls,Prospects, Meetings, Business Conversions)

Learning& Performance

  • Ensureadherence to training man-days/ mandatory training programs forself
  • Ensuregoal setting, mid-year review and performance appraisal processesare completed within specified timelines

  • Timelytraining of Branch staff, so as to ensure product knowledge &change in processes are communicated in a timely manner

  • MINIMUMREQUIREMENTS OF KNOWLEDGE & SKILLS

Educational

Qualifications

  • Graduate,with a Masters or MBA / PGDM Preferred.

Experience

  • Preferredexperience of 3 - 4 years in Banking specific managing Privileged/ Mapped clients

Certifications

  • AMFI/ IRDA Certified

FunctionalSkills

  • Goodknowledge of Branch Banking & Liability products
  • ServiceOriented
  • Analyticand technology oriented
  • GoodRelationship Management skills with existing & new Customers
  • Demonstratedleadership experience in interacting with cross-functional teamswith a sound understanding of key business drivers

BehavioralSkills

  • SalesSkills
  • ExecutionSkills
  • RelationshipSkills
  • InfluencingSkills
  • CustomerService Orientation

Competencies

  • Planning& Organizing
  • DrivingExecution

  • BuildingPartnerships

  • KEYINTERACTIONS

INTERNAL

EXTERNAL

  • BranchTeams (BMs / SOs / CCR / RSM)
  • Marketing
  • Product& TPP Team
  • AlternateChannels

  • Vigilance/ FCU / Compliance

  • PromotionalAgencies Lead generation Activities

  • Companieswhere Managed SA Relationship Account exists via SalaryAccounts
  • MappedInsurance Company staff

Location - Bengaluru,Dharwad,Hosur,Krishnagiri,Davangere,Tumkur,Chitradurga,Shimoga,Mysuru,Dharmapuri,Tiruvannamalai,Coimbatore,Salem,Tiruchengode,Tiruppur,Dharapuram,Ernakulam,Puducherry,Erode,Paravoor,Cherthala,Dindigul,Alleppey,Tiruchirapalli,Madurai,Tambaram,Chennai,Puttur,Mangaluru,Kottayam,Kozhikode,Thiruvananthapuram,Perambalur,Madhwapur,Rangareddy,Palakkad,Hyderabad,Udupi