Relationship Manager - Sales - Banking (3-10 yrs)
Relationship Management:
- Manages around 60 to 80 HNI NRI customers and has demonstrated acumen for business acquisition of HNI/NRI customers in the existing portfolio on Y2Y basis e
- Candidate should have a clear focus on large value to grow the GIB book size for the branch
- Sources a minimum of 2 to 3 new HNI NRI relationships (GIB Yes First) every month and also focus on FCNR/NRE/NRO term deposits undertakes cross sell of third party products like Life Insurance and Mutual Funds
- Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
- Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
- Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.
- Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks
- Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
- Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
- Coordinate with product and programs teams to drive channel activities and initiatives
- Connect with Business Banking RM's, ADM, RBDL, PSM to maximize leads and generate cross sell opportunities
- Seek to engage and identify opportunities to increase the overall wallet share
- Present the organization in a professional and positive manner to generate interest and capture mindshare
