Relationship Head - Sales - Banking (9-13 yrs)
- The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel.
- Handholding the 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
- Acquire new customers who meet product criteria through cross-referencing
- Ensuring timely onboarding 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
- 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 Manager
- 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
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