Relationship Manager-First Wealth

Roles and Responsibilities --CASA value build up and new client acquisition.
'- Ensure effective client engagement leading to cross sell.
'- Increase in 'Product holding per customer' within mapped portfolio.
- Ensure all the clients engaged are profiled and presented with suitable banking products.
- Be solution oriented and ensure effective on-boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & Investment solutions, Retail and SME Loans and relevant banking programs.
- Ensure monthly operating plan is met to improve scorecard and decile rankings.
- Coordinate with respective relationship managers for closure of  business loans, working capital, POS, CMS, trade transactions generated through client engagement.
- Responsible for creating a customer-focussed approach for quick resolution of all queries and complaints to achieve NPS benchmarks.
- Custodian of the branch vault, manage vault limits, cash and non-cash transactions.
- Ensure Nil instances of cash shortage or excess at teller counter.
- Updating the key registers regularly and review branch reports like end of day (EOD) cash position report LTR, Instruments issued etc.
- Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable, reconciliation and maintenance of suspense accounts register as per the required format.
- Ensure strict adherance to the bank policies and compliance.