Relationship Manager_ Banking

Role & responsibilities

Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment

• Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
• Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business
• Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
• Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships
• Increase CASA balance in allocated portfolio either through Deepening or Acquisition
• Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement :
• Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
• Face to the client and First person Responsible for service and sales satisfaction of mapped clients

Skills Required

Credit Analysis, Risk Assessment, Client Management, Financial Reporting, Market Research, Regulatory Compliance, Portfolio Management