EC - Relationship Manager

ECRMs roles and responsibility includes;

1. Regular meeting with the existing customer to ensure engagement and wallet share.

2. Resolve any service related Issue by coordinating with Internal & external stakeholders.

3. Understand customer requirement and cross-sell products which meet those requirements.

4. Scope opportunity in the portfolio to refer leads to business banking, LAP / HL, LAS etc.

5. Acquire quality importer/exporter with regular Trade / FX transaction.

6. Achieve annual fee budget.

7. Ensure there are no regulatory or compliance-related issues in the portfolio.

8. Regular update of call reports.

Also, the job role includes :

Acquiring & Managing Current Account Portfolios of the Branch for incremental deepening value, sourcing high-end business accounts & generating Trade & Forex based fee income.

Managing customer relationships & addressing both service & sales queries for customers with an objective to engage & retain customers.Sourcing Trade, Forex customers & thereby generating fee-based income.Meeting existing customers to generate business opportunities thereby generating revenue for the Bank.

Handling Trade based queries from the Branch & increase forex revenue by smoothening transactions process by proactive liaison with Forex service cell, SPOPS & Credit departments.

Accompanying & mentoring EC-PCAT during sales calls.

Identifying new segments & set up new trade verticals for prospective business opportunities at different locations/regions new to the bank.

Recommend & introduce new services e.g. Cash management