Hiring For BM/Relationship Head/RM/BSM - Diversity only

V Konnect; Mumbai; On-site; INR 900,000 - 1,200,000; Full time

Job summary

V Konnect in Mumbai seeks an experienced banking professional to manage Liabilities & Investments relationships with branch/retail customers and to drive growth across deposits, assets, forex, cards and investments. The role emphasizes deepening wallets, cross-selling, and maintaining portfolio quality.

The candidate will engage clients, analyze financial needs, promote a full product suite, and ensure adherence to RBI/SEBI/AMFI/IRDA compliance standards while achieving revenue targets.

Responsibilities

• Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers.
• 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 volumes for larger share of customer wallet - 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 products to current and potential Relationships.
• Increase balance in allocated portfolio either through Deepening or Acquisition.
• Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the 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 - Investments.
• To analyze financial needs of the customers and offer appropriate product with utmost transparency.
• Driving revenue business to generate fee income through products like mutual funds, investments and insurance - Audit & Compliance.
• Adherence to the Bank's policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc).

Job description

Role & responsibilities

• - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers.
• - 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 volumes for larger share of customer wallet - 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 Relationships.
• - Increase balance in allocated portfolio either through Deepening or Acquisition.
• - Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the 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 - Investments.
• - To analyze financial needs of the customers and offer appropriate product with utmost transparency.
• - Driving revenue business to generate fee income through products like mutual funds, investments and insurance - Audit & Compliance.
• - Adherence to the Bank's policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc).