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Job Description

Senior Relationship Manager-(2400004278)
Job:Retail Banking
Primary Location:Asia-India-Bangalore
Schedule:Full-time
Employee Status:Permanent
Posting Date:03/Apr/2024, 12:59:00 PM
Unposting Date:Ongoing

The Role Responsibilities


Creates and conducts proposal presentations for the portfolio assigned.


  • Responsible to maintain cordial relationship with the corporate clients.
  • Drive revenue growth to the business with the existing and new corporate customers.
  • Ensure knowledge about the market all times to upgrade and rise up to the occasion.
  • Ensure that individual targets are met, along with group targets.
  • Ensure productivity and cross-sell various products.
  • Focus on acquiring new clients - identification of targets
  • Plan the client acquisition strategy.
  • Resolving customer queries and other service issues to maintain customer satisfactionand to meet client excellence.
  • Leveraging business from new and established client relationships.
  • Managing both assets and liabilities.

Strategy


  • Meet the business objectives initiated by the respective country Retail Clients business
  • Customer focus need-based selling
  • Deepen customer relationship and maximize penetration
  • Fulfills corporate employees’ banking needs including payroll and other retail products.

Business


  • Achieve personal sales target
  • Segment focus, customer focus needs-based selling
  • Actively reducing Non- funding, Sales Error and Increase the Premium Sourcing.
  • Job requires generating referrals / cross-selling other products of the bank, such as investments,insurance, mortgages, credit cards ,personal loansetc All relevant internal and external certification to be completed prior to referring / selling wealth products.Help Drive the Employee Banking one bank agenda 

Processes


  • Operational quality -Errors free customer application & documentation
  • Responsive and responsible selling
  • Practice appropriate sales and marketing

Risk Management


  • Conduct CDD, MLP & TCF diligently
  • Zero tolerance – Fraud, Mis-selling
  • Attend training, acquire knowledge and apply to job function 

Governance


  • Adhere to all policies, guidelines and procedures, comply with local regulatory requirements
  • To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager

Key stakeholders


Job Details

Job Location
Bengaluru India
Company Industry
Other Business Support Services
Company Type
Unspecified
Employment Type
Unspecified
Monthly Salary Range
Unspecified
Number of Vacancies
Unspecified

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