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Relationship Manager - HNI - Branch Banking
JOB_REQUIREMENTS
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Salary
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Roles And Responsibilities
Job Purpose
Job Purpose
- Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for
- Acquiring new Bank's HNW relationships.
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To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.
- Liaising with branch staff to flag eligible customers form HNW portfolio
- Acquire new customers who meet product criteria
- Regular interaction with the customer to build rapport to understand and update the profile.
- Enhance the Overall value/book size of the portfolio
- Maintain the overall quality / hygiene parameters of the portfolio
- Cross selling products of the bank based on the customer need
- Joint calls being done along with Supervisor as per defined process
- Advisory services to be offered based on the requirement
- Achieving MTD and YTD Revenue Targets
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Attrition control of customers
- Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
- Ensure KYC / AML norms are adhered to at all points of time
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Ensure that norms are adhered to for individuals workstation
- Look for opportunities to cross sell any other product of the Bank, to ensure that Bank is a one stop shop & solution for all banking needs of the HNW Customer
- Sales to family members and associates (all network)
- Ensure that optimal levels of Income generating is reached
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Product Penetration & contribution towards focused product
- Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.
- Customer is informed about any regulatory or process change. Keep the customer updated on program features.
- Ensure timely customer communication on requests and concerns raised.
- Proactive complaint management through feedback from customers.
- Promoting all direct banking channels and ensuring that the customer is utilizing the same
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Ensure smooth transition of handover/takeover of the portfolio
- Sales and Influencing Skills
- Banking Product & Process Knowledge
- NRI Product and Regulatory Knowledge
- Planning and Organizing Skills
- Good Communication skills
- Knowledge of Competition & Current trends in financial Industry.
- IRDA Certification
- NCFM Certification (Optional)
- Exposure to Portfolio Management segment
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