Job Tittle : Relationship Manager
- Experience : 5 Years
- Skills : Relationship Management, Sales Management, CASA
- Location : Chandigarh/Amritsar/Ludhiana/Jalandhar
Job Description:
The role holder is responsible for managing HNI customers and driving growth of HNI segment across all business products. The incumbent must act as a one point of contact for HNI clients and leverage opportunities to increase overall wallet share in accordance with the financial needs of the customer.
KEY RESPONSIBILITIES/ ACCOUNTABILITIES:
- Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI segment
- Develops, manages, and expands bank’s customer relationships by providing service level which exceeds client expectations of most important customer segment.
- Identifies current and potential relationship with additional revenue potential and grow business & Generating Incremental Business
- Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
- Proactively sell the full range of consumer and commercial product to current and potential bank’s HNI Relationships.
- Deepens relationship to increase CASA balance in allocated portfolio.
- Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement.
- AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage.