Regional Head - RM Channel - Branch Banking

Role: RH- Relationship Management

Location- Mumbai / Pune

Job Purpose:

RH - RM Channel will be driving BRM's and CASA RM's in the region to meet their objectives.

He/she will be responsible for leading the RM agenda in the region and ensure following:

- Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth Business & driving thrust on Cross-Sell

- The team to ensure deepening of existing HNI relationships and acquiring NTB HNIs. The incumbent must possess strong knowledge of banking and investment products and solutions.

Roles and Responsibilities:

- Responsible for quality recruitment, training, developing the knowledge and capability of RMs in the region and also provide guidance, anytime feedback and mentorship to individuals for enablement of achievement of the defined goals.

- Ensuring the RM Team maintains productivity, achieve goal sheet objectives and revenue targets. Also incumbent is Responsible for monitoring quality of engagement, sales and processes for the RMs in the region

- Ensuring engagement across Liabilities, Retail Assets, business Banking, trade Forex, Wealth business and Credit Cards Business in the region. Responsible to initiate thrust on Cross Sell

- Ensuring RM's are earning incentives across geographies in the region assigned

- Driving execution of the triggers, campaign and programs designed and released by the Channel Management & Product Teams

'- Incumbent is responsible to ensure that the RMs provide best customer service to their portfolio customers and ensure all processes are followed as laid down within the bank's audit and compliance framework

- Envisage data driven sales plans for existing liability product customers of the region to improve portfolio quality and account usage

- Ensure all sales activity is recorded as per the organizational process and all sales and service processes are adhered to by self and regional team