Relationship Manager
Published date: 2024/01/10
- Location: New Delhi, Delhi, India
Job Description - Relationship Manager - Insignia - Vasant Vihar ()Relationship Manager - Insignia - Vasant Vihar() Description
Job Description
Job Title
Relationship Manager - Insignia Preferred Banking
Department
Branch and Business Banking
Grade
Sr. Mgr / AVP
Location
Delhi
Reporting To
Insignia Head
A. Position Purpose – Wealth management "OR" Business bankingdomain expertise respectively
The purpose of this role is todeliver target revenue and balance sheet growth from portfolio under management of "Insignia" preferred banking clients. The targets should be delivered using relationship management and tactical strategies to acquire new clients, deepen, cross sell, engagement of clients.
B. Position Responsibilities
Sr.
Key Responsibilities
1
Deliver revenue and balance sheet growth targets by acquiring and deepening relationships.
2
Relationship manage a portfolio of clients and enhance "Product holding" and"customer to relationship" ratios thereby deepening and engagingthe relationship strongly with the bank
3
3
Active coverage and penetration of core and satellite products through collaboration of product specialists and branch management teams to maximise revenue gains.
4
Review client relationships and portfolios across respective products availed by clients, assess risk and implement strategies to meet customer needs, keep customers informed of market changes , events and respective impacts to clients and their business with the bank.
5
Work in close co-ordination with the Client Experience Managers/ Branch service teams/ operations in delivering superior service and client expectations thereby delivering the "Insignia" promise.
6
Ensuring adherence to Compliance processes and guidelines. Reduce rejection rates and improve quality of documentation.
C. Qualifications and ExperienceRequirement
Qualifications
Essential
Graduate or Post Graduate/ MBA
AMFI / NISM , IRDA certified
Experience
Essential
Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.
Relevant experience as below:
Senior Relationship Manager – 6+ years
Relationship Manager – 3 – 6 years
D. Competency Requirements
a. Functional Skills
Skill
Attribute
Product
Respective to core domain expertise have Sound knowledge of Wealth , insurance OR business banking Products across Trade, Forex, CMS, Insurance, lending ( working capital / term loans )
Analytical
Good analytical skills, ability to understand client needs and sell range of products.
Environment
Knowledge of competitive offering & keeps himself updated.
b. Behavioural Skills
Skill
Attribute
Client Management
ØEasily establish relationship with customers and build a rapport.
Job Description
Job Title
Relationship Manager - Insignia Preferred Banking
Department
Branch and Business Banking
Grade
Sr. Mgr / AVP
Location
Delhi
Reporting To
Insignia Head
A. Position Purpose – Wealth management "OR" Business bankingdomain expertise respectively
The purpose of this role is todeliver target revenue and balance sheet growth from portfolio under management of "Insignia" preferred banking clients. The targets should be delivered using relationship management and tactical strategies to acquire new clients, deepen, cross sell, engagement of clients.
B. Position Responsibilities
Sr.
Key Responsibilities
1
Deliver revenue and balance sheet growth targets by acquiring and deepening relationships.
2
Relationship manage a portfolio of clients and enhance "Product holding" and"customer to relationship" ratios thereby deepening and engagingthe relationship strongly with the bank
3
3
Active coverage and penetration of core and satellite products through collaboration of product specialists and branch management teams to maximise revenue gains.
4
Review client relationships and portfolios across respective products availed by clients, assess risk and implement strategies to meet customer needs, keep customers informed of market changes , events and respective impacts to clients and their business with the bank.
5
Work in close co-ordination with the Client Experience Managers/ Branch service teams/ operations in delivering superior service and client expectations thereby delivering the "Insignia" promise.
6
Ensuring adherence to Compliance processes and guidelines. Reduce rejection rates and improve quality of documentation.
C. Qualifications and ExperienceRequirement
Qualifications
Essential
Graduate or Post Graduate/ MBA
AMFI / NISM , IRDA certified
Experience
Essential
Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.
Relevant experience as below:
Senior Relationship Manager – 6+ years
Relationship Manager – 3 – 6 years
D. Competency Requirements
a. Functional Skills
Skill
Attribute
Product
Respective to core domain expertise have Sound knowledge of Wealth , insurance OR business banking Products across Trade, Forex, CMS, Insurance, lending ( working capital / term loans )
Analytical
Good analytical skills, ability to understand client needs and sell range of products.
Environment
Knowledge of competitive offering & keeps himself updated.
b. Behavioural Skills
Skill
Attribute
Client Management
ØEasily establish relationship with customers and build a rapport.
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