Relationship Manager(SKY, Virtual RM)
Published date: 2026/11/08
- Location: Mumbai, Maharashtra, India
• Drive client engagement in line with coverage model. Own client portfolio for limited defined period of time.
• Engage NR Personal Banking clients by identifying and meeting needs via cross sell of retail banking products. Primary focus will be on increasing penetration of wealth and insurance along with improving CASA AUM
• Follow the applicable contact management approach to drive engagement with NR Personal Banking clients. Execute applicable sales campaigns as designed and released by country segment teams
• Drive 'Needs based conversations' with clients to provide suitable products. Focus on building relationship via consultative selling approach
• Meet or exceed applicable scorecard targets
• Handle Client led product requests triggered via ATL/Online pull activities
• Follow up and manage expectations of clients to ensure timely processing of sales transactions
• Help drive digital adoption among clients
• Support on boarding of premium clients and create a pipeline for upgrade to priority/premium segment
• Focus on driving account activation and deepening leading to more active customer in the base.
Business
• Deliver Revenue of 6 lakhs per quarter
• Grow SA book by 1.25%
• Make accounts qualified basis segment by building up relationship with the customer and with strategic calling through dialler
• Make account active and increase no of active customers in the assigned book with increase in ppc as well
• Upgrade relationship to Premium and Priority Segment
• Refer NTB/ Mortgage
• Deliver revenue through Investment/Insurance/FX/SA Income/Credit Card/Mortgage
• Engage NR Personal Banking clients by identifying and meeting needs via cross sell of retail banking products. Primary focus will be on increasing penetration of wealth and insurance along with improving CASA AUM
• Follow the applicable contact management approach to drive engagement with NR Personal Banking clients. Execute applicable sales campaigns as designed and released by country segment teams
• Drive 'Needs based conversations' with clients to provide suitable products. Focus on building relationship via consultative selling approach
• Meet or exceed applicable scorecard targets
• Handle Client led product requests triggered via ATL/Online pull activities
• Follow up and manage expectations of clients to ensure timely processing of sales transactions
• Help drive digital adoption among clients
• Support on boarding of premium clients and create a pipeline for upgrade to priority/premium segment
• Focus on driving account activation and deepening leading to more active customer in the base.
Business
• Deliver Revenue of 6 lakhs per quarter
• Grow SA book by 1.25%
• Make accounts qualified basis segment by building up relationship with the customer and with strategic calling through dialler
• Make account active and increase no of active customers in the assigned book with increase in ppc as well
• Upgrade relationship to Premium and Priority Segment
• Refer NTB/ Mortgage
• Deliver revenue through Investment/Insurance/FX/SA Income/Credit Card/Mortgage
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