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Relationship Manager, Priority Banking

Mumbai, India | Multinational Banking and Financial Services Firm

  • Industry:
    Banking / Investment Banking
  • Position Type:
    Full-Time
  • Functions:
    Business Development
    Financial Services Professional
  • Experience:
    3-5 years
Job Description:
57 people have viewed this job

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.  

To us, good performance is about much more than turning a profit.It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good. 

We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.

The Role Responsibilities

Relationship Management

Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.

Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

Manage the portfolio to de-risk against attrition and achieve stability of book.

Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Serve as the one-point contact to the High Net Worth customers of the Bank

Sales

Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment

Achieve the Targets set in terms of product mix

Induction of all new customers brought in by the Branches & Direct Sales team.

Achieve “best in class” productivity to maximize the efficacy of the sales process.

Achieve the budgeted cross sell targets.

Aggressive Sales call plans to acquire large prospective customers through referrals.

Ensure coverage of customer base in accordance with the approved contact plans.

Coordinate customer events for the cluster along with the product team

Sales MIS

Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)

Maintain and update customer information on WMS

Risk Management & Compliance

Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.

Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer.

Ensure full awareness of all policies relating to operational risk, sales processes, misselling, etc. and comply with the same

Read, understand and comply with all provisions of the Group Code of Conduct. 

Our Ideal Candidate

Graduate/ Post Graduate, consistent academic career

Extensive sales experience (2 to 5 years)

Sales focused and highly target oriented

Able to pick up new concepts quickly

Able and excited about going out to meet new customers

Competitive awareness & benchmarking

Excellent communication, interpersonal & relationship building skills

Banking knowledge

Management Information Skills

Good Interpersonal Skills

Customer and Service Orientation


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