Job Purpose:

- The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel

- Hand-holding the Relationship Managers (RMs) and ensuring the RMs are meeting their income

- Ensuring RMs meet the right customers and have a meaningful engagement with customer

- Ensuring the RMs are trained and equipped to handle customer queries

Responsibilities :

Acquisition of High new worth customers to the Bank:

- Acquire new customers who meet product criteria through cross-referencing

- Ensuring timely on-boarding of quality accounts in the HNW channel for the bank

- Ensuring lowest depletion of the newly acquired accounts

- Increase liabilities size of relationship via balances in accounts of existing customers

Managing the High Net worth customers of the Bank:

- To Enhance & Retain customer profitability by capturing larger share of Wallet

- Ensuring the highest level of service to the customers in the branch

- Profiling Customers and Providing Financial planning & Investment Advise as per customers need

- To ensure maintenance of updated Relationship File

Mentoring the RMs in the branch:

- To handle a team of 4 to 9 Preferred Relationship Managers

- Recruitment and training of Relationship Manager Team and Lead a result oriented team

- Ensuring the RMs are trained and well equipped with data and products to handle and service the customers

- Ensuring the Relationship managers are meeting the right set of customers

- Ensuring joint calls with the relationship managers

- Complaints Handling for the RM Channel

Meeting Business Objectives:

- Ensure clarity of Business objectives among staff

- Monitoring quality sales and processes in the Relationship Managers portfolio

- Recruitment and training of Relationship Manager Team

- To ensure maintenance of updated Relationship File

- Achievement of Relationship Manager targets

- Business Performance

- Portfolio Management

Requirements:

- Candidate must possess at least a MBA/PGDBA/PGPM in Finance/Accountancy/Banking, Marketing or equivalent

- Minimum 5 year(s) of working experience is required

- Complete knowledge of Banking Products is required

- Should have serviced High Net Worth Clients

- Candidate should possess good communication skills

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