Relationship Manager

Job description

Description: **Position description:** Accountable for meeting sales targets (No. and value) as per the defined scorecard **Primary Responsibilities:** - 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio. - 2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers. - 3. Drive overall growth in liabilities and investment products within the HNI segment. - 4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM). - 5. Develop and expand customer relationships for both liability and retail asset products. - 6. Inform clients about new products and enhancements to deepen and broaden banking relationships. - 7. Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite. - 8. Manage segment-wise customer migration to enhance profitability and optimize service delivery. **Additional Responsibilities:** - 1. Deliver a superior service experience that exceeds the expectations of AU clients. - 2. Proactively identify potential problem accounts and implement risk-mitigating strategies. - 3. Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies. - 4. Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs. - 5. Accurately and consistently record all sales and client engagement activities in the CRM system. - 6. Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.. - 7. Foster long-term client relationships through trust, transparency, and proactive engagement. Pay: ₹300,000.00 - ₹700,000.00 per year Benefits: - Internet reimbursement - Provident Fund Work Location: In person