Senior Priority RM

Senior Priority RM-(2200028489)

Job
:Retail Banking

Primary Location
:Asia-India-Jaipur

Schedule
:Full-time

Employee Status
:Permanent

Posting Date
:03/Dec/2022, 12:13:42 AM

Unposting Date
:Ongoing

RESPONSIBILITIES
• RELATIONSHIP MANAGEMENT
• Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.
• Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
• Manage the portfolio to de-risk against attrition and achieve stability of book.
• Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
• Serve as the one-point contact to the High Net Worth customers of the Bank
• SALES
• Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment
• Achieve the Targets set in terms of product mix
• Induction of all new customers brought in by the Branches & Direct Sales team.
• 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 customer base in accordance with the approved contact plans.
• Coordinate customer events for the cluster along with the product team
• SALES MIS
• Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)
• Maintain and update customer information on WMS

SERVICE
• NPS & Customer management
• Ensure that NPS is at least in second quartile as compared to peers
• Use the online CMP system diligently and achieve > 75% of their require customer contact each month

RISK MANAGEMENT & COMPLIANCE
• Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.
• Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer.
• Ensure full awareness of all policies relating to operational risk, sales processes, misselling, etc. and comply with the same
• Read, understand and comply with all provisions of the Group Code of Conduct.

Our Ideal Candidate
• Extensive sales experience (2 to 5 years)
• Sales focused and highly target oriented
• Able to pick up new concepts quickly
• Able and excited about going out to meet new customers
• Competitive awareness & benchmarking
• Excellent communication, interpersonal & relationship building skills
• Banking knowledge
• Management Information Skills
• Good Interpersonal Skills
• Customer and Service Orientation to enter text.

ROLE SPECIFIC TECHNICAL COMPETENCIES
• Diligent & Punctual
• Knowledgeable about the role
• Certified with relevant courses
• Confident
• Fluent in Language
• Good Sales exposure
• Banking Exposure
• Management Information Skills
• Good Interpersonal Skills
• Customer and Service Oriented

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