Dear Candidate, Role Relationship Manager Exclusive/Premier Qualification Must be graduated Experience 4 to 8 years Roles and

Responsibilities:
To achieve monthly targets across KPIs, CA, SA, TD, Wealth products both on numbers and values. Establish and foster relationships with mapped customers and potential new customers Responsible for 360 degree management of customer including best etiquette and maintaining the highest form of service quality Comply with all regulatory requirements and bank policies. Effectively handle customer complaints, escalations if any

Key Responsibilities
Grow liabilities book (CA, SA, TD)



of mapped portfolio at client/family level through regular client meetings and update CRM meetings daily Ensure portfolio quality at client/family level by engaging with client to maintain required product/program balances Increase family banking penetration of mapped portfolio and improve customers to group ratio Increase income product holding and group income product holding of the mapped portfolio through cross-sell & up-sell Acquire recent HNI customers for the bank, ensure smooth on-boarding and relationship growth through constant engagement Generate revenue for the bank by offering various products and services to customers Build strong customer referral model from mapped portfolio to add more NTB customer for the bank Collaboratively work with all stakeholders to deliver the role expectations Maintain the hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc. above the benchmark for the portfolio To act as single point of contact for all the queries of customer, manage and maintain the relationship and run it towards increasing trend Knowledge in terms of managing the wealth customers and products available with the bank and devise sale strategie

📌 Walk-In- Drive For Exclusive and Premier RM (Pune)
🏢 Jana Small Finance Bank
📍 Pune