Relationship Manager

Bharti Consultants

Position Financial Partner (FP)

Grade Manager/ Senior Manager

Business Unit Branch Banking

Sub Unit Branch Yes Prosperity & Wealth Management

Reporting to Branch Business Leader (BBL)

Responsibilities Relationship Management :

o Managing the banking and investments relationship and responsible

for overall growth of Liabilities & Investment business from

branch/retail customers

o Develop, manage, and expand customer relationships by providing

service level which exceeds client expectations of most important

customer segment.

o Identify current and potential relationship with additional revenue

potential and grow business volumes for larger share of customer

wallet.

Generating Incremental Business

o Sales targets spread across liabilities, retail assets, business banking,

forex, cards, investments etc.

o Proactively sell the full range of consumer and commercial product

to current and potential Relationships

o Increase CASA balance in allocated portfolio either through

Deepening or Acquisition

o Driving higher product and channel penetration to deepen mapped

relationships and to increase customer relationship value with the

bank.

Customer Engagement:

o Ensuring portfolio quality by regularly engaging with each mapped

relationship and maintaining the desired relationship values

o Face to the client and First person Responsible for service and sales

satisfaction of mapped clients

Investments

o To analyze financial needs of the customers and offer appropriate

product with utmost transparency

o Driving revenue business to generate fee income through products

like mutual funds, investments and insurance

Audit & Compliance

o Adherence to the Banks policy on acquisition/BSA/KYC etc as well

as compliance requirements of regulatory authorities.

Experience : 2 - 5 Years

No. of Openings : 100

Education : M.B.A/PGDM

Role : Relationship Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India