12 Vision Beyond Jobs

Looking for Pririoty Relationship Managers with a leading MNC Bank for Kolkata location for Wealth Management, HNI & UHI Client Acquisition

Job Opening: Priority Relationship Manager

Location: Kolkata (Gariahat, APJ (Chawrangi), NS Road

Experience: 12 years +

Job Type: Full-Time

Job Summary:

We are looking for a dynamic and customer-focused Priority Relationship Manager to drive acquisition, deepen relationships, and deliver personalized service to our high-net-worth clients. This role is instrumental in managing and growing a portfolio of priority banking customers while ensuring exceptional service and customer satisfaction.

Key Responsibilities:

Relationship Management:

- Build and strengthen relationships with existing Priority customers to increase wallet share and revenue.

- Serve as the single point of contact for high net worth clients.

- Deliver top-tier service to ensure high levels of customer satisfaction and retention.

- Understand customer profiles, demographics, and asset distribution to offer personalized financial solutions.

- Manage portfolios to minimize attrition and maintain book stability.

Sales & Acquisition:

- Acquire new Priority Banking customers and meet defined targets for customer count, volume, and revenue.

- Drive product penetration and ensure optimal product mix.

- Lead customer induction for new accounts sourced through Branches or Direct Sales teams.

- Meet cross-sell targets and pursue referrals for large prospective clients.

- Execute aggressive call plans and coordinate cluster-level customer events with product teams.

Sales Reporting (MIS):

- Maintain accurate and up-to-date sales MIS (calls, prospects, business, attritions, etc.).

- Regularly update customer data in WMS.

Customer Experience (NPS):

- Ensure NPS performance is in the second quartile or better compared to peers.

- Use the CMP system to log and track customer interactions, maintaining >75% customer contact monthly.