Priority Relationship Manager

Priority Relationship Manager-(2200024241) Job :Retail Banking Primary Location :Asia-India-Kolkata Schedule :Full-time Employee Status :Permanent Posting Date :31/Aug/2022, 11:32:46 AM Unposting Date :Ongoing Role Responsibilities • Acquiring, growing and deepening Priority Banking customer relationships through effective relationship management • Focus on the analysis and satisfaction of Priority Customers' financial as well as investment needs and objectives. • To provide the face of the Bank to the highest net worth customers of the Bank. KEY RESPONSIBILITIES RELATIONSHIP MANAGEMENT • Build and deepen relationships with existing Priority 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 the portfolio to de-risk against attrition and achieve stability of book. • Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. • Serve as the one-point contact to the High Net Worth customers of the Bank SALES • Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment • Achieve the Targets set in terms of product mix • Induction of all new customers brought in by the Branches & Direct Sales team. • 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. • Ensure coverage of customer base in accordance with the approved contact plans. • Coordinate customer events for the cluster along with the product team SALES MIS • Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.) • Maintain and update customer information on WMS SERVICE • NPS & Customer management Ensure that NPS is at least in second quartile as compared to peers Use the online CMP system diligently and achieve > 75% of their require customer contact each month RISK MANAGEMENT & COMPLIANCE • Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC. • Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer. • Ensure full awareness of all policies relating to operational risk, sales processes, misselling, etc. and comply with the same • Read, understand and comply with all provisions of the Group Code of Conduct.