Head - Exclusive Relationship Management - Bank

Opening : Head- Exclusive Relationship Management

Experience : 7 - 15 Years

Compensation : as per candidature

Education : MBA

Industry Type : Branch Banking

Role : Exclusive Head Relationship Management

Functional Area : Branch Banking

Company Profile : Banks

Detailed Responsibilities - 

- Leading a team of Exclusive Relationship Managers, spread across Mumbai region

- Generate new business to achieve defined sales targets with the help of team of Exclusive RM

- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

- Ensure ongoing self-development.

- Manage the key performance indicators at the highest level.

- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Sales

- Achieve the Targets set in terms of product mix.

- Achieve - best in class- productivity in order to maximize the efficacy of the sales process.

- Achieve the budgeted cross sell targets.

- Aggressive Sales call plans to acquire large prospective customers through referrals.

- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.

Integration Management

- Manage the customer transition with utmost sensitivity.

- Awareness of all the policies and procedures issued in relation to money laundering prevention.

- Ensure compliance with these policies and procedures on an ongoing basis.

- Any suspicious transaction must immediately be reported to the supervising officer.