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Relationship Manager
3 months ago
- Generate new business to achieve defined salestargets
- Build and deepen relationships withexisting Wealth Customers to achieve increase in share of walletand revenues.
- Provide professional customerservice to achieve a high percentage of customer wallet share andsatisfaction leading to client retention and growth.
- Ensure ongoing selfdevelopment.
- Manage the portfolio to derisk against attrition andachieve stability of book.
- Manage the keyperformance indicators at the highest level.
- Have complete knowledge of the customer base in terms ofthe profile demographics & psychographics and assets in theBank and in other places.
- Achieve theTargets set in terms of product mix.
- Achievebest in class productivity in order to maximize the efficacy of thesales process.
- Achieve the budgeted cross selltargets.
- Aggressive Sales call plans toacquire large prospective customers through referrals.
- Ensure coverage of customer base in accordance with theGroup approved Relationship Matrix.
- Manage the customer transition with utmostsensitivity.
- Awareness of all the policies andprocedures issued in relation to money launderingprevention.
- Ensure compliance with thesepolicies and procedures on an ongoing basis.
- Any suspicious transaction must immediately be reportedto the supervising officer.
