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Relationship Manager - Branch banking

Relationship Manager - Branch banking

ConfidentialMohali, Panchkula, Chandigarh
30+ days ago
Job description

Relationship Manager Yes Premia Core Responsibilities :

  • Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch / retail customers
  • Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment
  • Identifies current and potential relationship with additional revenue potential and grow business
  • volumes for larger share of customer wallet Generating Incremental Business
  • Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc
  • Proactively sells the full range of consumer and commercial product to current and potential Relationships
  • Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio
  • Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank

Customer Engagement :

  • Ensures 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 Investments
  • Analyses financial needs of the customers and offer appropriate product with utmost transparency
  • Drives revenue business to generate fee income through products like mutual funds, investments and insurance
  • Audit & Compliance

  • Adheres to the Banks policy on acquisition / BSA / KYC etc as well as compliance requirements of regulatory authorities (RBI / SEBI / AMFI / IRDA, etc
  • Skills Required

    Client Management, Financial Analysis, Sales Strategy, Risk Assessment, Regulatory Compliance

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    Relationship Manager • Mohali, Panchkula, Chandigarh

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