Relationship Manager
Dharwad, Karnataka, India
33d ago


Relationship Management : ü Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch / retail customersü Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segmentü Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Businessü Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etcü Proactively sell the full range of consumer and commercial product to current and potential Relationshipsü Increase CASA balance in allocated portfolio either through Deepening or Acquisitionü Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement : ü Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship valuesü Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investmentsü To analyze financial needs of the customers and offer appropriate product with utmost transparencyü Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Complianceü Adherence to the Bank’s policy on acquisition / BSA / KYC etc as well as compliance requirements of regulatory authorities (RBI / SEBI / AMFI / IRDA, etc)


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