Relationship Manager - Trusts/Associations/Societies/Clubs - Bank

- Acquire & deepen accounts of Trusts, Associations, Societies, Club's, Religious Institutions, and Educational Institutions etc with a focus on quality of accounts.

- Identify prospective customers & convert them into real business opportunities.

- Deepen existing portfolio to ensure customer stickiness.

- Meeting targets to achieve the annual business goals.

- Periodical planning to review the under-performing customers & draw an action plan for improvement.

- Assess & evaluate the client needs & generate new revenue through cross sell opportunities.

- Customer Relationship Management for efficient servicing & superior products.

- Conduct marketing events & conferences for the new customers.

- Monitoring process efficiency and providing inputs for improvement.

- Working closely with product team for product customization / product & process improvements.

- Gathering Market intelligence & tracking Competition Best Practices.

- Ensure full awareness of all the policies and procedures issued in relation to products / KYC / AML policy.