Relationship Manager Select / Senior Relationship Manager Select is responsible for managing existing customers of the bank as well as growing the base by acquiring new to bank customers; and are supposed to service all banking needs of mapped clients
Overall Job Description
- To acquire new clients through leads and family accounts grouping
- To grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base
- To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client
- To service clients covering all their banking needs including bank / 3rd party products
- To increase the bank and third party product holding of the mapped client
- To meet / call mapped clients for client servicing needs and new products cross sell
- To actively participate in driving campaigns conducted across liability and other products
- To conform to processes of the bank and have a high focus on compliance
Essential requirement : Graduate / Post Graduate, preferred exposure to financial subjects (Preferred : Post Graduate in Finance / Commerce)
Qualifications
4-6 years of work experience in the banking industry2 years of relevant experience as Relationship ManagerAdditional requirements :
Valid AMFI / IRDA Certifications; If validity has expired – old certificates may be consideredCandidate with experience working in an sales based incentive role, will be preferredDesired Behavioural / Functional Traits
Knowledge of Banking products and processesStrong Relationship Management skills. (Candidates with existing set of customers are preferred)Candidate must be self-motivated and must be able to pitch products to the clientsEffective communication & interpersonal skillsMulti-tasking with crisis management capabilitiesAbility to adapt to change in a fast growing franchise.