Posted By
Posted in
Sales & Marketing
Job Code
349554
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
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Posted By
Posted in
Sales & Marketing
Job Code
349554
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