RB | Priority Banking|Digital Relationship Manager

RB - Priority Banking:Digital Relationship Manager Operating Rhythm
• 12 - 14 Years
• 1 Opening
• Mumbai

Role description

About the Role

The candidate is required to engage with stake holders across hierarchy for driving the segment Liability numbers (ETB & NTB),

Fee Income, and Operating Rhythm related initiatives.

Key Responsibilities

· Engage with the Branch Banking hierarchy including the RBBH, Circle Heads, Planning Managers, Cluster Heads,

Branch Heads and BRHs for driving the RM Channel and ensure that they meet the organizational goals of

liability book growth, fee income and portfolio quality metrics

· To maintain a sustenance and continuity in the RM Operating adherence by various stake holders and act like a

conscious keeper.

· To carry out regular supervisory review cadence as defined at all levels.

· Drive strategic/ tactical CO initiatives in the Circles/ Regions to ensure participation from the stake holders

· Facilitate the availability of the enablers and drive usage of the same across hierarchy

· Guide and mentor to the relationship managers & L1 to deliver on the book growth & fee Income productivity

of the Channel by leveraging on the key levers like KRA and Incentive Structure.

· Focus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true

customers and focus on cross-sell of non-financial and financial products

· Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the

mapped book

· Provide clarity of business objectives to the mapped RMs

· Monitoring sales and service processes of the RMs

· Manage and control attrition in the NTB and ETB mapped book of the RMs

· Increase the liability book size of NTB and ETB customers mapped to the reporting RMs

· Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process

· To enhance and retain customer profitability by capturing larger share of wallet

· Ensure RMs are trained and well equipped with data and products to handle customer requirements and

service requests

· Liaison for recruitment and training of the relationship management team

· Ensure timely certifications for all mapped RMs

Qualifications

Optimal qualification for success on the job is: ·

Post-grad required · > +-10 years of experience in Banking/ Financial services preferably in Channel Management role

Skills

Role Proficiencies:

For successful execution of the job, the candidate should possess the following:

Knowledge

· Knowledge of HNI space in the banking sector

· Banking products and process knowledge

· Should be able to drive and monitor large team size through the supervisors

Skills

· Sales and Influencing Skills, Planning and Organizing Skills, Good Writing Skills, Comfort with Power Point &

Excel, Fluency in English & Good Inter-Personal Skills

Abilities

· Should be a self-motivated, capable of collaborating, networking and influencing various stakeholders and

departments to get the work done