Senior Priority Relationship Manager - BFSI

KEY RESPONSIBILITY AREAS:

Revenue Generation

- Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings /Term deposits), wealth management products and asset related products (secured, unsecured)

- Grow AUM and Sales revenue on a month on month basis

- Support Branch Managers in developing and implementing action plans to achieve business objectives

- Increase product per customer on a regular basis within current customer base

- Organize and participate in all promotion activities organized at the branch

Operational Governance

- Minimize account opening rejections

- Ensure all processes are followed to ensure that there are no operating losses/ Frauds.

- Accurate and timely processing of customer instructions

- Ensure adherence to KYC Norms

- Maintain standards to comply to Group Audit, Opeartional Risk Assurance, BM, AD,TL in Spot Checks.

Customer Experience Management

- Ensure effective relationship management by monitoring the movement of the customers and implement a customer retention program.

- Minimize rejections and customer complaints to create a wow experience

- Hold periodic customer meets and branch promotions to generate more business.

- Customer query handling / complaint resolution

- Specific initiatives taken to improve service and reduce bottlenecks and customer complaint

- Customer visits as per laid down call frequency

INDICATIVE KPIs:

- % Achievement of New Sales Revenue targets

- % Achievement of CASA Book Growth targets

- % of Account Opening Form Rejects

WHAT YOU NEED TO SUCCEED IN THIS ROLE

EXPERIENCE AND SKILLS REQUIRED

- At least 5 years of RM experience with sound banking knowledge. Should have a strong Business focus.

- Should have an understanding of Operations & Governance.

- Full time MBA would be preferred

Job Title: Senior Priority Relationship Manager

Job Function: Retail Clients

Location: South Bombay

Grade: Band 7

Reports to: Team Leader

Team Size: Nil