Job Description
RM is primarily responsible for acquiring New to Bank Relationships and enhance the profitability of the
relationship by increasing the relationship size, cross selling the right products, acquiring family accounts,
retaining and enhancing the relationship.
To be a One Point Contact for all the Financial and Banking needs and services, thus enhancing the Relationship
value and wallet share which will further increase profitability from these Relationships. Acquiring below identified customers and managing their banking relationship as part of the portfolio of the MI- RM
• Education Segment: Including Companies in Education
• Healthcare Segment: Including Companies in Healthcare
• Entertainment & Hospitality Segment: Including Companies in Entertainment & Hospitality
• Localised Industry Segment: Including Companies in Branch Catchment
• Merchant & Traders Segment
• Rural Segment
• Government Segment
• Start Up Segment
• Trust, Associations, Societies and Clubs
• Prominent Individual Competition Customers
Catchment Scoping:
• Scoping the entire Branch Catchment and classifying the customers across the Segments Sub-Segments of Master Initiative
• Updating the Customer Profiler and the Overall Business Potential which can be expected from these Customers on regular basis in CRM Next.
• Following up with every customer on a regular basis and ensuring that the Lead is converted and the Relationship is shifted to our Bank.
• Closely coordinate with Other Departments within the Bank - Product Teams, Assets Team, CPU, Operations, IT Team etc. for any specific request like Customization,
• Special Pricing, Additional Special Facilities etc.
• Take assistance from their Seniors and other Departments for the conversion of the Lead.
• Replicate the Best Practices for One Converted Customer in a Segment for all other Customers in that Segment
• Updating all the details which have been discussed during the Meeting with these Customers in CRM Next.
• Joint calls being done along with Supervisor as per defined process and timely update the same.
• Regular Follow Up with all these prospective MI Customers for conversion of Leads and extracting additional Business Opportunities.
• Seeking Reference of Relatives and Friends from these MI Customers who have been acquired through this Programme
• Understand what the Competition Bank is offering to the Customer and give a better Proposal and showcase the entire Wide Range of Products and Services that we offer as a Bank.
relationship by increasing the relationship size, cross selling the right products, acquiring family accounts,
retaining and enhancing the relationship.
To be a One Point Contact for all the Financial and Banking needs and services, thus enhancing the Relationship
value and wallet share which will further increase profitability from these Relationships. Acquiring below identified customers and managing their banking relationship as part of the portfolio of the MI- RM
• Education Segment: Including Companies in Education
• Healthcare Segment: Including Companies in Healthcare
• Entertainment & Hospitality Segment: Including Companies in Entertainment & Hospitality
• Localised Industry Segment: Including Companies in Branch Catchment
• Merchant & Traders Segment
• Rural Segment
• Government Segment
• Start Up Segment
• Trust, Associations, Societies and Clubs
• Prominent Individual Competition Customers
Catchment Scoping:
• Scoping the entire Branch Catchment and classifying the customers across the Segments Sub-Segments of Master Initiative
• Updating the Customer Profiler and the Overall Business Potential which can be expected from these Customers on regular basis in CRM Next.
• Following up with every customer on a regular basis and ensuring that the Lead is converted and the Relationship is shifted to our Bank.
• Closely coordinate with Other Departments within the Bank - Product Teams, Assets Team, CPU, Operations, IT Team etc. for any specific request like Customization,
• Special Pricing, Additional Special Facilities etc.
• Take assistance from their Seniors and other Departments for the conversion of the Lead.
• Replicate the Best Practices for One Converted Customer in a Segment for all other Customers in that Segment
• Updating all the details which have been discussed during the Meeting with these Customers in CRM Next.
• Joint calls being done along with Supervisor as per defined process and timely update the same.
• Regular Follow Up with all these prospective MI Customers for conversion of Leads and extracting additional Business Opportunities.
• Seeking Reference of Relatives and Friends from these MI Customers who have been acquired through this Programme
• Understand what the Competition Bank is offering to the Customer and give a better Proposal and showcase the entire Wide Range of Products and Services that we offer as a Bank.
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager Master Initiative| RBB| Gujarat position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad 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.
