Sr Priority RM
Published date: 2026/11/08
- Location: Chennai, Tamilnadu, India
Sr Priority RM-(2200028186)
Posting Date
13 / Nov / 2022, 12 : 25 : 36 PM
Ongoing
Role Responsibilities
Strategy
• Acquiring, growing and deepening Priority Banking customer relationships through effective relationship management
• Focus on the analysis and satisfaction of Priority Customers’ financial as well as investment needs and objectives.
• To provide the face of the Bank to the highest net worth customers of the Bank.
Business
• 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
Processes
• 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.
People and Talent
• Graduate / Post Graduate, consistent academic career
• 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
Governance
Regulatory & Business Conduct
Key Stakeholders
Branch Banking Retain department
Qualifications
• Graduate / Post Graduate
• Anywhere between 1 - 4 years of overall experience
• Banking knowledge
Role Specific Competencies
• Understanding of front and back office processes and procedures
• Good Interpersonal Skills
• Strong Communication Skills
• Team-playing ability
• Customer and Service Orientation
Posting Date
13 / Nov / 2022, 12 : 25 : 36 PM
Ongoing
Role Responsibilities
Strategy
• Acquiring, growing and deepening Priority Banking customer relationships through effective relationship management
• Focus on the analysis and satisfaction of Priority Customers’ financial as well as investment needs and objectives.
• To provide the face of the Bank to the highest net worth customers of the Bank.
Business
• 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
Processes
• 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.
People and Talent
• Graduate / Post Graduate, consistent academic career
• 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
Governance
Regulatory & Business Conduct
Key Stakeholders
Branch Banking Retain department
Qualifications
• Graduate / Post Graduate
• Anywhere between 1 - 4 years of overall experience
• Banking knowledge
Role Specific Competencies
• Understanding of front and back office processes and procedures
• Good Interpersonal Skills
• Strong Communication Skills
• Team-playing ability
• Customer and Service Orientation
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