Urgent Hiring - Relationship Manager / Relationship Officer (Western Mumbai)

Relationship Manager -

- Individually acquire and nurture relationships of the bank through all banking products- Generate new business to achieve defined sales targets- Build and deepen relationships with existing 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 relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.- Manage the portfolio to de-risk against attrition and achieve stability of book.- Manage the key performance indicators at the highest level.- Have complete knowledge of the customer base in terms of the profile, demographics & 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. - Individually acquire and nurture relationships of the bank through all banking products- Generate new business to achieve defined sales targets- Build and deepen relationships with existing 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 relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.- Manage the portfolio to de-risk against attrition and achieve stability of book.- Manage the key performance indicators at the highest level.- Have complete knowledge of the customer base in terms of the profile,



demographics & 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.- Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions)- Ensure compliance with these policies and procedures on an ongoing basis.- Any suspicious transaction must immediately be reported to the supervising officer- Get additional New to the bank Customers (NTBs)- Responsible to carry enhanced due diligence, visit to residence / office wherever required.- Responsible for carrying Customer Due Diligence and to obtain all the required KYC of the customer (Individual & Non-Individual) while sourcing deposits and accounts to on-board the customer. Relationship Officer -

- Generate current customer leads through various channels
- Proactively identify sales prospects and conduct business development activities
- Follow up on new leads and referrals to generate business

- Achieving the monthly sales targets, cross sell assets and fee products
- Follow various internal guidelines and procedures of the bank
- Ensure customer satisfaction through regular engagement and enhance customer wallet share.

- Resolve customer queries/issues and facilitate customer service




- Maintain periodic status reports, including daily activity report and calls/follow-ups made
- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

- Portfolio management of customers between identified thresholds.
- Generate new customer leads through various channels
- Proactively identify sales prospects and conduct business development activities

- Follow up on new leads and referrals to generate business
- Achieving the monthly sales targets, cross sell assets and fee products
- Follow various internal guidelines and procedures of the bank

- Ensure customer satisfaction through regular engagement and enhance customer wallet share.
- Resolve customer queries/issues and facilitate customer service
- Maintain periodic status reports, including daily activity report and calls/follow-ups made

- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
- Portfolio management of customers between identified thresholds.

- Activation of inactive accounts
- Cross sell Liability, Assets and TPP Products.
- Upsell and up tier customers to higher variant of products and services
- Achieve monthly budgets.

- Service walks ins and existing customer in branch and outside of branch
- TDS, 15G, 15H handling in branch
- Get additional NTB customers to the bank
- Customer on-boarding

- Adherence to Banks and regulatory guidelines
- Responsible for carrying Customer Due Diligence and to obtain all the required KYC of the customer (Individual & Non-Individual) while sourcing deposits and accounts to on-board the customer.

- Responsible to carry enhanced due diligence, visit to residence / office wherever required.

📌 Walk-in || Relationship Manager / Relationship Officer (Western Mumbai)
🏢 Unity Small Finance Bank
📍 Mumbai