Relationship
Management profile involving acquiring, growing and deepening HNI customer
relationships through effective relationship management. Focusing on the
analysis and satisfaction of HNI Customers’ financial, banking, investment and
business needs and objectives. Provide the
face of the Bank to the high net worth customers of the Bank.
Detailed Responsibilities:
- Generate new business to achieve defined sales targets
Build and deepen relationships with existing Wealth Customers to achieve
increase in share of wallet and revenues.
- Provide skilled customer service to achieve a high
percentage of customer wallet share and satisfaction leading to client
retention and growth.
- Ensure ongoing self-development. 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.
- Sales 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.
- Ensure coverage of customer base in accordance with the
Group approved Relationship Matrix.
- Integration Management Manage the customer transition
with utmost sensitivity.
- Awareness of all the policies and procedures issued in
relation to money laundering prevention.
- Ensure compliance with these policies and procedures on
an ongoing basis.
- Any suspicious transaction must immediately be reported
to the supervising officer.
Requirements
Graduate with Experience in Retail Branch Banking as Relationship Manager for HNI / Business Banking having portfolio of clients mapped.