Relationship Manager

MUNSAR SERVICES
  • Kurnool
  • Confidential
  • 4-6 years
  • Views
  • 16 Apr 2018

  • Sales & Marketing

  • Banking - Retail
Job Description

The key priorities for the Retail Bank are acquisition of new customers, ensuring the bank become the Primary Bank by meeting the financial needs of its customers, growing CASA & Retail Deposits and increasing cross-sell of all products offered by the Bank. Job Purpose: Acquire Affluent retail customers , deepen existing customer relationships and cross sell third party and bank products through superior Relationship management skills Principal Accountabilities of the Role:- Acquire Customers  Acquire New to bank customers  Deepen Relationships                Manage a minimum of 250 customers of the branch who are defined as customers with relationship value greater than 3 lakhs               Grow the CA-SA balances of this portfolio                          Cross-sell various products depending on the need analysis of the customers. For eg Consumer finance loans, Business banking loans, Trade , Forex, Credit cards, 3-in -1 Dmat/Trading Accounts, FES cards.               Acquire more customers from the same household               Provide best in class services to these customers Wealth Management                Do Financial Needs Analysis and Risk Profiling for tagged customers               Design a investment portfolio and plan based on ING model portfolios               Periodic Portfolio reviews for all customers               Cross-Sell investments, life insurance, general insurance and SIP. Compliance                Ensure AMFI and IRDA certification and any other relevant certifications.               Ensure all customer instructions are executed the same day               Ensure 100% documentation of all transactions. Branch Development             Conduct branch Insurance & Investment seminars to spread financial awareness. Weightages                50% Income from CASA               10% Income from TD Requirements in Anantapur, Dharmavaram, Kurnool, Madanapally, Proddatur


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MUNSAR SERVICES