Relationship Manager First Wealth - Leading Bank - Pune

Quotient Consultancy; Pune District; On-site; INR 840,000 - 1,400,000; Full time

Job summary

Quotient Consultancy in Mumbai is seeking a Relationship Manager - First Wealth to manage assigned client portfolios and deliver superior service. The role focuses on CASA build-up, cross-selling banking products, and acquiring new clients, with walk-in customers handled efficiently.

The RM will facilitate onboarding to Mobile/Net Banking, process fund transfers, deposits, and withdrawals, and coordinate with other managers to close loans and trade transactions.

Qualifications

• Experience in retail banking sales and cross-selling.
• Ability to manage a client portfolio and deliver superior service.
• Knowledge of CASA build-up and banking products.

Responsibilities

• CASA value build-up and new client acquisition.
• Drive cross-sell and increase product holding per customer.
• On-board customers to Mobile/Net Banking and related services.
• Coordinate with relationship managers for loan and trade transactions.
• Ensure adherence to bank policies and compliance.
• Maintain end-of-day cash and branch registers.

Skills

Cross-selling

Relationship management

Customer service

Banking products

Job description

Dear Candidate,

Urgent Opening with leading bank for RM role.

Job Title -

Relationship Manager - First Wealth

Place of work -

Mumbai

Business Unit -

Retail Banking

Function -

Branch Banking

CTC :

Upto 14 LPA

Age :

33 Yrs

Job Purpose

The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk in clients. The role entails managing all cash, routine transactions for bank customers including fund transfer, accepting deposits & withdrawals and managing deliverables.

Roles and Responsibilities

• --CASA value build up and new client acquisition.
• '- Ensure effective client engagement leading to cross sell.
• '- Increase in 'Product holding per customer' within mapped portfolio.
• Ensure all the clients engaged are profiled and presented with suitable banking products.
• Be solution oriented and ensure effective on-boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & Investment solutions, Retail and SME Loans and relevant banking programs.
• Ensure monthly operating plan is met to improve scorecard and decile rankings.
• Coordinate with respective relationship managers for closure of business loans, working capital, POS, CMS, trade transactions generated through client engagement.
• Responsible for creating a customer-focussed approach for quick resolution of all queries and complaints to achieve NPS benchmarks.
• Custodian of the branch vault, manage vault limits, cash and non-cash transactions.
• Ensure Nil instances of cash shortage or excess at teller counter.
• Updating the key registers regularly and review branch reports like end of day (EOD) cash position report LTR, Instruments issued etc.
• Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable, reconciliation and maintenance of suspense accounts register as per the required format.
• Ensure strict adherance to the bank policies and compliance.

Secondary Responsibilities - List the deliverables other than primary, but essential for the role -

• Perform audit and ensure compliance to internal and external regulations and guidelines
• Provide best in-class customer service to all clients to become their primary banker.