Relationship Manager - Bank

Opening in one of the reputed bank.

Job Description:

- The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding.

- You will do so by building a strong relationship with our clients and analyzing our clients' data.

- Essentially, you will act as the main point of contact for our clients.

Responsibilities:

- Dialogue with our clients to understand their business objectives and challenges.

- Analyze clients' data and provide strategic recommendations to clients.

- Present value-proposition to sales leads and current customers.

- Prospect for new sales leads and close sales.

Qualifications:

- Minimum 5 years' of client relationship experience in CASA.

- Ability to manage multiple projects and clients.

- Strong communication and interpersonal skills.

Desired Candidate Profile:.

- CASA Experience.

- Field sales experience in banking mandatory.

- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.

- Very good understanding of Trade and Forex & CA.

- Very good understanding of Commercial Assets like CC, OD, TL, Export Finance.

- Understanding of Mutual Funds and Insurance is an added advantage.

- Customer orientation.

- High energy levels with a motive to succeed.

KRAs:.

- Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets.

- Sources new bank customers through external individual efforts and acquisition channel.

- Ensures high levels of customer service orientation and application of bank policy.

- Cross-sells bank products to existing set of branch customers, which are mapped.

- Informs customers of new products or product enhancements further to expand the banking relationship.

- Plans and conducts special sales initiatives and events for prospective and existing clients.

- Coordinates with other group companies to provide seamless access to other products.

- Maintains complete relationship record for assigned customer accounts.

- Tracks customer complaints/queries and turnaround times for customer satisfaction.