Relationship Manager - Banking Industry

- Identify existing branch customers who meet Imperia programme criteria and flag them on the system to upgrade these customers under the Imperia programme

- Through eligible lists provided by Product from time to time

- Liaising with PB/ Preferred RM to flag eligible customers form Classic/

Preferred portfolio:

- Identifying customers through Large Transaction reports (LTR)

- GMs or VPs of all Cat A companies and CSRM salary account companies

- Other databases available with the RM

- Acquire new customers who meet product criteria and flag them on the system

- Referrals generated from existing customers

- Leads generated by branch staff & personal leads

- Databases

- Regularly interact with the customer to build rapport and understand the profile.

- The profile should be captured and updated via CRA / CRMNext (wherever applicable).

- This profiling should be used to set customer level objectives post discussion with RBH / BM.

- The objectives should be tracked and reviewed as per the Branch Sales Process