Relationship Manager - NR

Responsible annually to manage existing portfolio and acquire a new tobank portfolio of around 120 -150 Accounts.

Expected to achieve the pre-fixed Net Book/ deposits growth (CASA Values& FD) for the year

Expected to achieve the MOM addition of SA & CA Accounts

Setting up meetings with prospective customers, ensuring that theclients are offered all products from Ujjivan including SA /CA / FD / LifeInsurance/ Loan Products etc.

Managing the portfolio of the customers on-boarded; ensuring theirqueries & requests are addressed on a timely manner; there by resulting insuperior Customer Experience

Customer

Resolution of Queries / Requests that may come from managed CASAclients; adhering to the TAT

Providing the best alternate channel experience for the customer throughIB / MB/ CIB & Phone Banking

Provide Doorstep service to managed customers, where-ever required

Implementing necessary training for staffs to enable them to handlemanaged customers

Internal process

Streamlining the process of customer on-boarding and ensuring seamlessprocess during the same

Working towards eliminating bottlenecks in the Account Opening processand rejuvenating the customer journey with Ujjivan

Conversion of all form based processing to digital process, with minimaldocumentation in the long run

Responsible for updating and maintaining all Managed Customer upsellrelated MIS as well as New Customer acquisition done by RM (Calls, Prospects,Meetings, Business Conversions)

Learning & Performance

Ensure adherence to training man-days/ mandatory training programs forself

Ensure goal setting, mid-year review and performance appraisal processesare completed within specified timelines

Timely training of Branch staff, so as to ensure product knowledge &change in processes are communicated in a timely manner