Priority Relationship Manager- Retail Banking

Priority Banking Relationship Manager the single point relationship management official of the Bank for the high net worth customers in the Priority Banking Segment of Bank. • A PB RM is primarily responsible for providing financial solutions to the Priority customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet. • He/ She is responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. PB RM also enhances the book through new customer acquisitions. • He/ She is also involved in increasing customer engagement through other non investment products like Forex, Remittances, Loans, etc. to the new and existing customers. • PB RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions. • He/ She also updates Bank's internal systems like the Daily activity tracker - DAT, Customer Profiling etc for monitoring, accurate reporting and MIS. Key Result Areas • Achieve % Cumulative Daily Average Balance - CDAB Deepening in Mapped Existing To Bank - ETB Book • Achieve the New to Bank - NTB CDAB Target from self-sourced accounts across all schemes • Achievement of New Priority Customer ID Acquisition Target • Achievement of the Points Target from Life Insurance - LI, General Insurance - GI, Mutual Funds - MF, Gold, Axis Direct and Alternate Products • Achievement of points target from Non-Life Insurance - LI IPG Points • Other Cross Sell Points - through Loans, Fixed Deposit - FD, Forex, Cards, Remittances, etc • Improve Customer Activation % by sale of defined hooks in the mapped portfolio