Relationship Manager - Business Banking

RIverForest Connections Private Limited
  • Chennai
  • Confidential
  • 5-8 years
  • 16 Oct 2015

  • Sales/ Business Development/ Account Management

  • Banking - Retail, Banking - Corporate
Job Description


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 Sell

Primarily responsible in building and deepening mapped business banking portfolio
Ensure consistent growth of the Business Banking portfolio
Having a knowledge of trade, forex, current account

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

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