About the role

§ Relationship Management : ü Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers ü Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment ü Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet § Generating Incremental Business ü Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc ü Proactively sell the full range of consumer and commercial product to current and potential Relationships ü Increase CASA balance in allocated portfolio either through Deepening or Acquisition ü Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank § Customer Engagement: ü Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values ü Face to the client and First person Responsible for service and sales satisfaction of mapped clients § Investments ü To analyze financial needs of the customers and offer appropriate product with utmost transparency ü Driving revenue business to generate fee income through products like mutual funds, investments and insurance § Audit & Compliance ü Adherence to the Bank’s policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)

Relationship Manager Yes Premia

About the role

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