Banking Relationship Manager (3-6 yrs)

- Acquisition of new Preferred customers

- Enhancement of the relationship by cross-selling products and services as per the profile & need of the customers

- Deepening the size of the relationship

- Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers

- Sales:(Acquiring, Enhancing ,Deepening and Retention)

- Acquire new customers who meet product criteria and flag them on the system

- Referrals generated from existing customers

- Leads generated by branch staff & personal leads

- Databases

- Premier Acquisition Channel

Increase liabilities size of relationship via:

- Balances in a/c's of existing customer

- Acquire all related ids of the Primary id and send racing request on

- Web-based system/entry form to CPU for flagging and grouping

- Use FD maturity reports to track maturity of FDs and prevent outflow

- Use wallet profile to track FDs in other banks and divert them into on maturity

- Use wallet profile sheet to track accounts and products with other bank and transfer the same

- Know the customer's business to proactively provide financial solutions

- Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support

- Penetration of products across family groups.

- Sales across all product segments-TPP, Assets, Cards etc