Relationship Manager - RBB Large Private Bank
Relationship Manager - RBB Large Private Bank
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Job Description
Job Purpose :
- Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size cross selling the right products acquiring family a/c- s retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships.
- To be a one point contact for all his financial needs and services thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.
Job Responsibilities :
- Existing portfolio management and New acquisitions
- Increase income from portfolio
- Customer service and cross sales
- HNW Portfolio Management (Acquiring Enhancing Deepening and Retention)
- Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
- Acquire new customers who meet product criteria
- Regular interaction with the customer to build rapport to understand and update the profile.
- Enhance the Overall value/book size of the portfolio
- Maintain the overall quality / hygiene parameters of the portfolio
- Cross selling products of the bank based on the customer need
- Joint calls being done along with Supervisor as per defined process
- Advisory services to be offered based on the requirement in coordination with PBG.
- Attrition control of customers
- Achieving MTD and YTD Revenue Targets
Operations Marketing & Processes :
- Error free documentation for all account opening and all customer instructions (Stop payments FD Closure etc)
- Ensure KYC / AML norms are adhered to at all points of time
- Ensure that 5-S norms are adhered to for individuals workstation
- Increase in wallet share
- Look for opportunities to cross sell any other product of the Bank to ensure that the Bank is a one stop shop & solution for all banking needs of the Imperia Customer
- Sales to family members and associates (all network)
- Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached
- Product Penetration & contribution towards focused product
- Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.
- Enhance clients Customer To Group CTG level
Customer Service :
- Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.
- Customer is informed about any regulatory or process change. Keep the customer updated on program features.
- Ensure timely customer communication on requests and concerns raised.
- Proactive complaint management through feedback from customers.
- Promoting all direct banking channels and ensuring that the customer is utilizing the same
- Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch and the RM is out
Candidates Profile :
- Experience in managing existing portfolio of HNI clients
- New client acquisition
- Customer service and cross sales
Relationship Management,Preferred Banking
Employment Type
Full Time
