Job Description
Purpose of Job
The Relationship Manager is primarily responsible for building a robust liability balance sheet through driving CASA/TD sales comprising NTB customers acquisition and deepening existing set of customers. He shall also be responsible for driving revenue stream through sale of third party products, assets and allied products as launched from time to time. He shall ensure that the best service standards are provided to HNI customers and executes best relationship management for assigned customers. Solutions provided to the customer should be within the policy and prescribed security and credit controls.
Main Duties
• Ensures build up of liability balance sheet through NTB customer acquisition and deepen existing set of customers.
• Works closely with the Branch Manager for all day to day activities of the branch, but works independently for daily routine/repetitive decisions.
• Ensure best service standard are provided to assigned customers through support of operations team and other functional departments
• Generate revenue through sales of third party products viz. Life, Health, General Insurance, Mutual Funds, Structured Products and also cross sell banking products viz. Housing Loan, Loan against deposits, Remittances, PIS accounts etc.
• Oversee the working of ROs and Sales team.
• Coordinate with BM/ Head-Consumer for high end cases and client meeting.
• Ensure a complete engagement with entire HNI segment on a regular basis and ensure that Doha Bank becomes their primary banker.
• Work in close coordination with Head-Consumer Bank/Products team in case of innovative product launch as per customer requirement.
• Engage with assigned overseas locations for maximizing business and volumes
• Engage with cross border teams/ India desk to ensure a seamless hand-holding of HNI customers. Explore options to generate maximum revenues with product mix sales.
• Daily follow up of commitments and reporting exceptions to Branch Manager.
Essential Qualifications/Experience Required
• University degree with 5 – 8 years of related experience with a minimum of 3 years in a similar position, MBA or professional qualification viz. CA, ICWAI, CFA, CS preferred.
• Aggressive sales person and a go-getter who could work under pressure and defined
The Relationship Manager is primarily responsible for building a robust liability balance sheet through driving CASA/TD sales comprising NTB customers acquisition and deepening existing set of customers. He shall also be responsible for driving revenue stream through sale of third party products, assets and allied products as launched from time to time. He shall ensure that the best service standards are provided to HNI customers and executes best relationship management for assigned customers. Solutions provided to the customer should be within the policy and prescribed security and credit controls.
Main Duties
• Ensures build up of liability balance sheet through NTB customer acquisition and deepen existing set of customers.
• Works closely with the Branch Manager for all day to day activities of the branch, but works independently for daily routine/repetitive decisions.
• Ensure best service standard are provided to assigned customers through support of operations team and other functional departments
• Generate revenue through sales of third party products viz. Life, Health, General Insurance, Mutual Funds, Structured Products and also cross sell banking products viz. Housing Loan, Loan against deposits, Remittances, PIS accounts etc.
• Oversee the working of ROs and Sales team.
• Coordinate with BM/ Head-Consumer for high end cases and client meeting.
• Ensure a complete engagement with entire HNI segment on a regular basis and ensure that Doha Bank becomes their primary banker.
• Work in close coordination with Head-Consumer Bank/Products team in case of innovative product launch as per customer requirement.
• Engage with assigned overseas locations for maximizing business and volumes
• Engage with cross border teams/ India desk to ensure a seamless hand-holding of HNI customers. Explore options to generate maximum revenues with product mix sales.
• Daily follow up of commitments and reporting exceptions to Branch Manager.
Essential Qualifications/Experience Required
• University degree with 5 – 8 years of related experience with a minimum of 3 years in a similar position, MBA or professional qualification viz. CA, ICWAI, CFA, CS preferred.
• Aggressive sales person and a go-getter who could work under pressure and defined
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.