Job Description
Roles and Responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customersDevelop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segmentIdentify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etcProactively sell the full range of consumer and commercial product to current and potential RelationshipsIncrease CASA balance in allocated portfolio either through Deepening or AcquisitionDriving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank
Customer Engagement:
Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship valuesFace to the client and First person Responsible for service and sales satisfaction of mapped clients Investments To analyze financial needs of the customers and offer appropriate product with utmost transparencyDriving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adherence to the Bank's policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc
Customer Engagement:
Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship valuesFace to the client and First person Responsible for service and sales satisfaction of mapped clients Investments To analyze financial needs of the customers and offer appropriate product with utmost transparencyDriving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adherence to the Bank's policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc
💡 Quick Summary
Seeking a career-building opportunity? The Exclusive Relationship Manager For A Prominent Bank position is now open for candidates interested in the Bank Jobs sector. This role in Surat offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
