Branch Manager | Relationship Manager

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Unity Small Finance Bank
New Delhi
INR 3,00,000 - 7,00,000
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Job description
  • Individually acquire and nurture relationships of the bank through all banking products
  • Generate new business to achieve defined sales targets
  • Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues.
  • Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
  • Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.
  • Manage the portfolio to de-risk against attrition and achieve stability of book.
  • Manage the key performance indicators at the highest level.
  • Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
  • Achieve the Targets set in terms of product mix.
  • Achieve best in class productivity in order to maximize the efficacy of the sales process.
  • Achieve the budgeted cross sell targets.
  • Aggressive Sales call plans to acquire large prospective customers through referrals.
  • Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions)
  • Ensure compliance with these policies and procedures on an ongoing basis.
  • Any suspicious transaction must immediately be reported to the supervising officer.
  • Get additional New to the bank Customers (NTBs)
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