Job Description




Core Responsibilities

(Scorecard deliverable)

  • Responsible for managing CASA value-growth
  • Generating fee income from Trade Forex, Retail Banking & Business Banking relationships
  • Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker)
  • Acquiring the high-value CASA relationships from within the group
  • Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book

Strategic/ Managerial Responsibilities

  • Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products
  • Superlative client servicing standards & rigor in managing the relationship
  • Thorough understanding of transactional and commercial banking products
  • Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development
  • Seek references from existing clients to generate prospect list for New to Bank acquisition
  • To provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customer
  • To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA
  • To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customer’s key business requirement / issues
  • Should be a team player and be able to work in cross-functional environment
Risk and Internal Controls
  • To follow the risk policies and processes prescribed within the bank for operational, regulatory, financial, informational, reputational and audit risks
  • Ensuring the processes are understood & the same is carried out in regular functioning
  • To adhere to sales process & KYC norms of the bank



Minimum Qualifications
  • MBA from recognized university/ B-School
  • Certifications like IRDA, CTF, NISM are preferred
  • He should have understanding of basic MS office & other basic software
Language Skills
  • He should be able to write and speak in English
Years of Experience
  • A minimum of 4 years of banking experience/relevant experience in relationship management
  • Experience in managing Liability HNI relationships & Trade & Forex products
Required Skill-sets
  • Good presentation skills with ability to work under stringent time lines
  • Demonstrated track record of managing portfolio of high value customers
  • Strong strategic, analytical, communication and negotiation skills
  • High impact communication skills to effectively engage affluent consumers
  • Strong inter-personal skills
  • Superior service skills/"client first" approach resulting in strong customer loyalty
  • Active listening skills and troubleshooting abilities / problem solving approach

Lajpat Nagar  
Ground Floor A II/33 Alankar Cinema Road Lajpat Nagar II   New Delhi 110024
  SOUTH   110024


:   Relationship Manager OnBoarding

  Day Job

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