Relationship Manager - Select

Relationship Manager Select / Senior Relationship Manager Select is responsible for managing existing customers of the bank as well as growing the base by acquiring new to bank customers; and are supposed to service all banking needs of mapped clients

Overall Job Description

To acquire new clients through leads and family accounts grouping

To grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base

To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client

To service clients covering all their banking needs including bank/3rd party products

To increase the bank and third party product holding of the mapped client

To meet / call mapped clients for client servicing needs and new products cross sell

To actively participate in driving campaigns conducted across liability and other products

To conform to processes of the bank and have a high focus on compliance

Essential requirement: Graduate / Post Graduate, preferred exposure to financial subjects (Preferred: Post Graduate in Finance / Commerce)

Qualifications

4-6 years of work experience in the banking industry

2 years of relevant experience as Relationship Manager

Additional requirements:

Valid AMFI / IRDA Certifications; If validity has expired old certificates may be considered

Candidate with experience working in an sales based incentive role, will be preferred

Desired Behavioural / Functional Traits

Knowledge of Banking products and processes

Strong Relationship Management skills. (Candidates with existing set of customers are preferred)

Candidate must be self-motivated and must be able to pitch products to the clients

Effective communication & interpersonal skills

Multi-tasking with crisis management capabilities

Ability to adapt to change in a fast growing franchise.