BASIC INFORMATION
Job Title Relationship Manager Functional Title RM Yes Premia
Grade Assistant Manager / Deputy Manager
Management Band Junior Management
Business Unit Retail Banking Division Retail Banking
Department Relationship Management Yes
Premia Location Pan India
Reporting to Branch Manager
No. of Direct Reports Not Applicable
SECTION II: ROLE SUMMARY
The role holder is responsible for deepening existing client relationships or acquiring those that are current to bank. The
incumbent must act as a one point of contact for managed clients and leverage opportunities to increase overall wallet share
in accordance with the financial needs of the customer.
SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES
Core
Responsibilities
Relationship Management :
Manages the banking and investments relationship and is responsible for overall growth of Liabilities
& Investment business from branch/retail customers
Develops, manages, and expands customer relationships by providing service level which exceeds
client expectations of most important customer segment
Identifies current and potential relationship with additional revenue potential and grow business
volumes for larger share of customer wallet
Generating Incremental Business
Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc
Proactively sells the full range of consumer and commercial product to current and potential
Relationships
Deepens existing relationships or acquires new customers to Increase CASA balance in allocated
portfolio
Drives higher product and channel penetration to deepen mapped relationships and to increase
customer relationship value with the bank
Customer Engagement:
Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the
desired relationship values
Face to the client and First person Responsible for service and sales satisfaction of mapped clients
Investments
Analyses financial needs of the cu
📌 Relationship Manager YP (Guntur)
🏢 Yes Bank
📍 Guntur
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