Sr. Relationship Manager

leading PSU Bank
Pan India
Attractive as per Industry norms
10 Apr 2021
28 Apr 2021
Employment Type
Full Time

Roles and Responsibilities:

  • Will be responsible for revenues on Liabilities and wealth management products
  • All banking service queries will be passed on to the Customer Service Executive (CSE)
  • ┬áReview customer wealth needs and proactively engage with the customer to validate the understanding of his needs
  • Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration
  • Ensure coverage of all relationships through customer engagements, risk profiling and financial planning
  • All loans and cross sell referrals will be passed on to the respective units.
  • Organize customer events to enhance customer bonding
  • Acquire new customers through converting referral leads
  • Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Complete all mandatory certifications within 90 days of joining the role and continuously keep self-updated on changes in products, processes and compliance / regulatory norms
  • Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided to them
  • The candidate should have adequate experience in building and managing relationship with High Net Worth Clients [Clients having a minimum Total Relationship Value (TRV) of `.30.00 lakh
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