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Relationship Manager - Sales - Banking (3-10 yrs)

3-10 years

Relationship Manager - Sales - Banking (3-10 yrs)

TenHeads Consultants

posted 1d ago

Job Role Insights

Fixed timing

Job Description

Relationship Management:

- Manages around 60 to 80 HNI NRI customers and has demonstrated acumen for business acquisition of HNI/NRI customers in the existing portfolio on Y2Y basis e

- Candidate should have a clear focus on large value to grow the GIB book size for the branch

- Sources a minimum of 2 to 3 new HNI NRI relationships (GIB Yes First) every month and also focus on FCNR/NRE/NRO term deposits undertakes cross sell of third party products like Life Insurance and Mutual Funds

- Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.

- Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.

- Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.

- Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks

- Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.

- Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

- Coordinate with product and programs teams to drive channel activities and initiatives

- Connect with Business Banking RM's, ADM, RBDL, PSM to maximize leads and generate cross sell opportunities

- Seek to engage and identify opportunities to increase the overall wallet share

- Present the organization in a professional and positive manner to generate interest and capture mindshare


Functional Areas: Other

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Soft Skill Training
Team Outings
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