Job Description
§ Relationship Management : ü Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers ü Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment ü Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet § Generating Incremental Business ü Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc ü Proactively sell the full range of consumer and commercial product to current and potential Relationships ü Increase CASA balance in allocated portfolio either through Deepening or Acquisition ü Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank §
Customer Engagement:
ü Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values ü Face to the client and First person Responsible for service and sales satisfaction of mapped clients § Investments ü To analyze financial needs of the customers and offer appropriate product with utmost transparency ü Driving revenue business to generate fee income through products like mutual funds, investments and insurance § Audit & Compliance ü 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:
ü Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values ü Face to the client and First person Responsible for service and sales satisfaction of mapped clients § Investments ü To analyze financial needs of the customers and offer appropriate product with utmost transparency ü Driving revenue business to generate fee income through products like mutual funds, investments and insurance § Audit & Compliance ü 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 Relationship Manager Yes Premia position is now open for candidates interested in the Bank Jobs sector. This role in Coimbatore 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.
