Premier Relationship Manager/ Exclusive Relationship Manager

Job description

• To achieve monthly targets across KPIs, CA, SA, TD, Wealth products both on numbers and values.
• Grow liabilities book (CA, SA, TD) of mapped portfolio at client/family level through regular client meetings and update CRM meetings daily.
• Ensure portfolio quality at client/family level by engaging with client to maintain required product/program balances.
• Increase family banking penetration of mapped portfolio and improve customers to group ratio.
• Increase income product holding and group income product holding of the mapped portfolio through cross-sell &up-sell.
• Acquire new HNI customers for the bank, ensure smooth on-boarding and relationship growth through constant engagement.
• Generate revenue for the bank by offering various products and services to customers.
• Build strong customer referral model from mapped portfolio to add more NTB customer for the bank.
• Comply with all regulatory requirements and bank policies.
• Effectively handle customer complaints, escalations if any.
• Collaboratively work with all stakeholders to deliver the role expectations.
• Responsible for 360 degree management of customer including best etiquette and maintaining the highest form of service quality.
• To clear all certification requirements like AMFI/IRDA and other mandatory certifications.
• Maintain the hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc. above the benchmark for the portfolio.
• To act as single point of contact for all the queries of customer, manage and maintain the relationship and run it towards increasing trend.
• Establish and foster relationships with mapped customers and potential new customers.
• Knowledge in terms of managing the wealth customers and products available with the bank and devise sale strategies.

LOCATIONS- Banashankari,Jayanagar,Kamanhali

Interested candidate mail to below mentioned Id:-

sipra.das@janabank.com

Subject line should be-"Apply for RM"