Job Description
Relationship Management :
üManaging the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers
üDevelop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment
üIdentify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet
Generating Incremental Business
üSales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc
üProactively sell the full range of consumer and commercial product to current and potential Relationships
üIncrease CASA balance in allocated portfolio either through Deepening or Acquisition
üDriving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank
Customer Engagement:
üEnsuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
üFace to the client and First person Responsible for service and sales satisfaction of mapped clients
Investments
üTo analyze financial needs of the customers and offer appropriate product with utmost transparency
üDriving revenue business to generate fee income through products like mutual funds, investments and insurance
Audit & Compliance
üAdherence to the Bank's policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)
3.00-5.00 Years
üManaging the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers
üDevelop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment
üIdentify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet
Generating Incremental Business
üSales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc
üProactively sell the full range of consumer and commercial product to current and potential Relationships
üIncrease CASA balance in allocated portfolio either through Deepening or Acquisition
üDriving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank
Customer Engagement:
üEnsuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
üFace to the client and First person Responsible for service and sales satisfaction of mapped clients
Investments
üTo analyze financial needs of the customers and offer appropriate product with utmost transparency
üDriving revenue business to generate fee income through products like mutual funds, investments and insurance
Audit & Compliance
üAdherence to the Bank's policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)
3.00-5.00 Years
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager Yes Premia position is now open for candidates interested in the Bank Jobs sector. This role in Chennai 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.
