Client Relationship Manager

RIverForest Connections Private Limited
  • Mumbai
  • Confidential
  • 3-8 years
  • Views
  • 25 Jun 2018

  • Sales & Marketing

  • Banking - Retail
Job Description

Key Responsibilities: A. Acquisition * Assist HRM in executing successful micro-events for acquisition of new clients * Acquire new accounts from group companies / family of existing customers * Acquire new accounts from referrals from existing customers B. Relationship Building / Deepening / Cross Sel l * Ensure consistent growth of the Savings portfolio * Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book * Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets * Implement customer contact programs to ensure his share of wallet with the bank increases * Close monitoring of average revenue per customer C. Retention * Ensure top class service delivery to clients to be in line with the best in the industry * Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances * Work towards reactivating accounts which have stopped transacting or depleted in balances * Assist in resolving service hurdles to create a delight situation for customers D. Risk Management & Governance * Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time * Provide regular feedback on the changing customer needs to the Product team and Service Quality team * Optimum usage of Financial Planning Tool * Any suspicious transaction to be immediately reported to the Area Manager * Promotion of Alternate Channels * Increase customer contact ability by capturing email address and mobile number


Competencies/Skill sets for this job

Banking Cross Selling Relationship Building

Job Posted By

Kavita Shermon
Associate Director