Relationship Manager

RIverForest Connections Private Limited
  • Mumbai
  • Confidential
  • 3-8 years
  • Views
  • 22 Mar 2018

  • Sales & Marketing

  • Banking - Retail
Job Description

Job Purpose: The primary objective is to enhance the value of the existing current account portfolio through cross-sell, leading to increase in fee income and generation of forex revenue, to add to that ensure acquisition of new clientele. 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 Focus on acquiring Trade Accounts, increase trade volumes and generate forex revenue B. Relationship Building / Deepening / Cross Sell Primarily responsible in building and deepening mapped business banking portfolio Ensure consistent growth of the Business Banking portfolio Synergize for maximum penetration of business banking products, trade, forex and I&I sales to new / existing customers Build a robust momentum in regards to the third party distribution (insurance, auto loans, 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 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 Any suspicious transaction to be immediately reported to the Area Manager Promotion of Alternate Channels and Doorstep Banking Increase customer contactability by capturing email address and mobile number Qualification : Any Graduate, MBA Experience : Min 4 yrs


Job Posted By

Kavita Shermon
Associate Director