Priority Banking Relationship Manager the single point relationship management official of the Bank for the high net worth customers in the Priority Banking Segment of Bank.
A PB RM is primarily responsible for providing financial solutions to the Priority customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.
He/ She is responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. PB RM also enhances the book through recent customer acquisitions.
He/ She is also involved in increasing customer engagement through other non investment products like Forex, Remittances, Loans, etc. to the recent and existing customers.
PB RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions.




He/ She also updates Bank's internal systems like the Daily activity tracker - DAT, Customer Profiling etc for monitoring, accurate reporting and MIS.

Key Result Areas :
Achieve % Cumulative Daily Average Balance - CDAB Deepening in Mapped Existing To Bank - ETB Book
Achieve the Recent to Bank - NTB CDAB Target from self-sourced accounts across all schemes
Achievement of Current Priority Customer ID Acquisition Target
Achievement of the Points Target from Life Insurance - LI, General Insurance - GI, Mutual Funds - MF, Gold, Axis Direct and Alternate Products
Achievement of points target from Non-Life Insurance - LI IPG Points
Other Cross Sell Points - through Loans, Fixed Deposit - FD, Forex, Cards, Remittances, etc
Improve Customer Activation % by sale of defined hooks in the mapped portfolio
Customer Feedback Score
Training on modules like Wealth Management, Portfolio Building, Financial Planning, etc

📌 Priority Banking Relationship Manager Mumbai
🏢 Axis Bank
📍 Mumbai