Description

Job Name PA (Business Unit) : RBB- RM Service Retail Branch Banking

Job Title : RBB-RM Service

Business Unit (PA) : Retail Branch Banking

Team : Retail Branch Banking

Reports to (job) :Branch Manager

Location of role :Pan India

Job Fn : Sales & Portfolio Management

Role Type: IC No of direct reportees: 0 Travel Required:Moderate

Job Band Range : E1 E4 JD

Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship

The RM is also responsible for acquiring new to Bank Imperia relationships

To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.

Key Responsibility Areas : 6 8 Areas Activities

HNW Portfolio Management

(Acquiring, Enhancing, Deepening and

Retention)

Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile

Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG

Attrition control of customers Achieving MTD and YTD Revenue Targets

Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individuals workstation

Increase in wallet share