Relationship Manager Select / Senior Relationship Manager Select is responsible for managing existing customers of the bank as well as growing the base by acquiring new to bank customers; and are supposed to service all banking needs of mapped clients.
Overall Job Description
- To acquire new clients through leads and family accounts grouping.
- To grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base.
- To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client.
- To service clients covering all their banking needs including bank/3rd party products.
- To increase the bank and third party product holding of the mapped client.
- To meet / call mapped clients for client servicing needs and new products cross sell.
- To actively participate in driving campaigns conducted across liability and other products.
- To conform to processes of the bank and have a high focus on compliance.
Essential requirement
Graduate / Post Graduate, preferred exposure to financial subjects (Preferred: Post Graduate in Finance / Commerce).
Qualifications
- 4-6 years of work experience in the banking industry.
- 2 years of relevant experience as Relationship Manager.
Additional
- Valid AMFI / IRDA Certifications; If validity has expired – old certificates may be considered.
- Candidate with experience working in a sales based incentive role, will be preferred.
Desired Behavioural / Functional Traits
- Knowledge of Banking products and processes.
- Strong Relationship Management skills. (Candidates with existing set of customers are preferred).
- Candidate must be self-motivated and must be able to pitch products to the clients.
- Multi-tasking with crisis management capabilities.
- Ability to adapt to change in a fast growing franchise.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Banking