02 Oct
|
Mintskill HR Solutions
|
India
02 Oct
Mintskill HR Solutions
India
Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is to manage the RMs in the branches. He/she will be responsible for leading the RM agenda:
- Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business, Cross-Sell and improving Product holding per client.
- CASA Value Growth, deepening of existing relationships and acquiring high-quality NTBs. The incumbent must possess robust knowledge of banking and investment products and solutions.
Roles & Responsibilities:
- Responsible for quality recruitment, Sales Planning, Business delivery tracking, Monitoring and reviewing RM Performance, and mentoring individuals for effective telecalling to achieve the defined goals. Also responsible for ensuring adherence to tele calling guidelines as per regulatory industry norms.
- Ensuring the RM Team achieves goal sheet objectives and revenue targets to earn incentives. Also responsible for monitoring quality of engagement for the team.
- Enhancing engagement with HNI customers through client meetings and/or joint calls with RMs, support functions in peer group and quality NTB Acquisitions.
- Ensuring engagement and coordination with various functional peers to ensure smooth business delivery from the team across Liabilities and Asset products of the bank, Trade Forex, Wealth business, Insurance and Credit Cards Business in the branch.
- Responsible for driving account and MF aggregator onboarding, Privilege program onboarding, Cross Sell in the RM Portfolio and to enhance Product Per Client ratios in the managed book.
- Ensuring Digital adoption and completion of the assigned Tasks, triggers, campaigns, and client outreach programs assigned to the RMs.
Secondary Responsibilities:
- The incumbent is responsible for ensuring that the RMs deliver quality service to the bank's customers and adhere to processes.
- Envisage data-driven sales plans for the managed book to improve portf
📌 Relationship Manager (India)
🏢 Mintskill HR Solutions
📍 India