role: relationship manager
grade: senior officer
reports to: branch manager/ deputy branch manager
positions reporting to role: na
job summary
in our effort to be the bank of choice, we continuously strive to understand and serve the banking needs of our
customers. the focus includes:
▪ offering solutions that are fair to the customer and fair to the bank
▪ offering 360-degree banking solutions that meet the needs of our customers
▪ constantly exploring emerging market opportunities, trends and changing with customer preferences
▪ build and offer suitable propositions to our customers
▪ deliver best in class service to our customers
the relationship manager anchors the above responsibility. while doing so, works collaboratively with different
internal stakeholders to offer 360-degree banking. the incumbent is responsible to nurture existing relationships,
on boarding new customers and provide best in class service.
key responsibilities
• partner with customers through their life-cycle and offer suitable products and services based on their
financial needs
• nurture the existing customer relationships while maintaining the quality of the portfolio
• expand and develop the customer base by onboarding new customers
• analyze consumer needs, current market trends, and potential partnerships to offer unique and
technology-driven solutions
• maximize market opportunities by taking the entire bank to the customer
• tap into cross-selling and upsell opportunities, to ensure maximum customer reach
• collaborate with product specialists, subject matter experts, credit and service teams to ensure structured
and customized solutions as per the requirement of customers
• offer 360-degree banking to the individual, professional and business ecosystem
• a customer seeks insights and advice and hence superior knowledge and service are distinguishing factors
of success
• customer acquisition through conversion of assigned leads
• work on growing the managed book by deepening c