Relationship Manager - Branch banking
ConfidentialChandigarh, Mohali, Panchkula30+ days ago
Job descriptionEnsures 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 Adheres to the Banks policy on acquisition / BSA / KYC etc as well as compliance requirements of regulatory authorities (RBI / SEBI / AMFI / IRDA, etc
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 :
Audit & Compliance
Skills Required
Client Management, Financial Analysis, Sales Strategy, Risk Assessment, Regulatory Compliance
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Relationship Manager • Chandigarh, Mohali, Panchkula
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