Relationship Manager
Published date: 2024/01/10
- Location: Gujarat , Ahemdabad , India
Responsibilities:
• Generate new business to achieve defined sales targets.
• Build and deepen relationships with existing Wealth Customers to achieve an increase in the share of wallet and revenues.
• Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
• Ensure ongoing self-development.
• Manage the portfolio to de-risk against attrition and achieve stability of the book.
• Manage the key performance indicators at the highest level.
• Have complete knowledge of the customer base in terms of the profile, demographics and psychographics, and assets in the Bank and in other places.
• Achieve the Targets set in terms of product mix.
• 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 the customer base in accordance with the Group approved Relationship Matrix.
• Manage the customer transition with the utmost sensitivity.
• Awareness of all the policies and procedures issued in relation to money laundering prevention.
• Ensure compliance with these policies and procedures on an ongoing basis.
• Any suspicious transaction must immediately be reported to the supervising officer.
• AMFI is mandatory
• Generate new business to achieve defined sales targets.
• Build and deepen relationships with existing Wealth Customers to achieve an increase in the share of wallet and revenues.
• Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
• Ensure ongoing self-development.
• Manage the portfolio to de-risk against attrition and achieve stability of the book.
• Manage the key performance indicators at the highest level.
• Have complete knowledge of the customer base in terms of the profile, demographics and psychographics, and assets in the Bank and in other places.
• Achieve the Targets set in terms of product mix.
• 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 the customer base in accordance with the Group approved Relationship Matrix.
• Manage the customer transition with the utmost sensitivity.
• Awareness of all the policies and procedures issued in relation to money laundering prevention.
• Ensure compliance with these policies and procedures on an ongoing basis.
• Any suspicious transaction must immediately be reported to the supervising officer.
• AMFI is mandatory
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