Relationship Manager (Banca Sales)

Accountabilities

• To acquire and build relations with new & existing Clients
• To strategies plan for bank activities
• To provide end-to-end service solutions to existing customer relationships on a pro-active manner
• Responsible to manage sales and expansion of Demat bancca channel
• To educate all segments of customers with various investment avenues available and to provide high quality advise to them on their assets allocation.
• To gauge the customers risk appetite, time horizon and provide him advisory services in line with customers
• Understanding the sensitivity involved in various business classes and providing them services within a prescribed turnaround time (TAT).
• Conceptualise & implement sales promotional plan through various marketing channels
• Updating customers on the changes an trends on the business landscape
• Continuous up-dation of the MIS Reports or any other business reporting (daily-weekly-monthly sales reports)

Key competencies

• Good conceptual & operational understanding of capital market products viz Equities, Derivatives, Commodities, Currency Derivatives, Forex, Mutual Fund, Third Party Products etc
• Should have the required ability to identify the required target segment (focus group) and address the same
• Should have reliable knowledge about competitor strategies
• Should have communication skills which are clear, precise, articulate
• Should have excellent networking skills in order to generate leads & referrals
• Presentability & a pleasing personality to represent our corporate image, ethos & values in all customer interfaces
• Persuasive ability backed with strong belief in self, products and organisation
• Should have the required analytical skills to understand business & research reports
• Should be customer centric