Acquisition of new asset relationships through various channels and managing a portfolio of 30-40 BBG relationships, depending on the geography covered and the branches mapped to the RM, and maintaining HNW relationship management of the BBG customers in order to provide quality service to the customers.
Business Development:
- To achieve overall business targets on volumes and profitability for BBG customers.
- Regularly interact with branches for lead generation for BBG, update leads in CRM, ensure conversions, and follow the complete lead conversion process.
- Market scoping and identifying potential customers with wallet share for all BBG customers and product penetration and strategy for achievement under various initiatives jointly with the branch banking team.
- RMs have to follow the laid-down sales process, which involves a high volume of regular client calls for both existing and prospective clients. These calls should be done in a structured manner, either individually or with support groups, branches, or supervisors.
- These calls should be updated in the CRM systems for future guidance and monitoring of accounts and also to assign tasks & leads to other departments.
- Monthly review to be done with various product groups and supervisors who support the RM’s portfolio (plan Vs achievement) and other cross-functional teams to ensure better product penetration.
- Improvement on yield for the Bank so that the Portfolio has a solid Return on capital at RM portfolio level.
- Documentation pre-disbursement (Doc collection, legal & TSR, valuation, etc.) and post-disbursement sign-off from customers, including deferral closure
- Ensuring cross-selling of complete liabilities, corporate salary accounts, other asset products, TPP to the existing Relationships and its raised group accounts.
- Increasing the IPH and CTG to ensure revenue maximization.
Customer relationship
management:
- Relationship building with both internal and external customer
📌 Relationship Manager (India)
🏢 Mintskill HR Solutions
📍 India
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