Relationship Manager
3 weeks ago
Role Responsibilities
Business
Relationship Management
Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage the portfolio to de-risk against attrition and achieve stability of book. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Serve as the one-point contact to the High Net Worth customers of the BankSales
Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment Achieve the Targets set in terms of product mix Induction of all new customers brought in by the Branches & Direct Sales team. Achieve “best in class” productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the approved contact plans. Coordinate customer events for the cluster along with the product teamSales MIS
Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.) Maintain and update customer information on WMSService
NPS & Customer management
Ensure that NPS is at least in second quartile as compared to peers Use the online CMP system diligently and achieve > 75% of their require customer contact each monthRisk Management & Compliance
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 reported 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.Our Ideal Candidate
Education: Graduate/ Post Graduate, with 4 – 5 years of overall experience and more Certifications: IRDA / AMFI Graduate/ 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 Customer and Service OrientationRole Specific Technical Competencies
Maximize sales performance to achieve portfolio and revenue targets of the branch Ensure all branch processes are followed as per laid down guidelines Ensure branch staff work as a motivated and top performing sales and service team Maximize sales performance to achieve portfolio and revenue targets of the branch-
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