Relationship Manager

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. ØRelate well to different types of customers and adapt his style to ensure that the customer is made comfortable with bank processes. ØIs able to persuade others to one's own point of view and present the key benefits persuasively. Professional ØGood interpersonal and communication skills – English & Vernacular ØGood Presentation skills ØIs able to remain calm and composed in adverse situations and answer customer objections convincingly and professionally. Integrity & Discipline ØHave High integrity and professional values. ØSelf-discipline to adhere to laid down processes. Entrepreneurship ØHave passion for selling and entrepreneurial orientation. Work Locations :|Vasant Vihar Community Center,Basant Lok, Vasant Vihar New Delhi Delhi Job Posting :Oct , 0| Unposting Date :|Ongoing