Role & responsibilities
- *Individually acquire and nurture relationships of the bank through all banking products*
- *Generate current 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)*

📌 Walk-in || Relationship Manager (Pune)
🏢 Unity Small Finance Bank
📍 Pune