Job Description:

Priority Relationship Manager

RESPONSIBILITIES
- 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.

KEY 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 recent 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

📌 SCB Bank (Mumbai)
🏢 Acura Solution
📍 Mumbai