Senior Relationship Manager - Branch Banking

Business

• Achieve % Cumulative Daily Balance - Deepening in Mapped Existing to Bank - ETB Book
• Achieve the New to Bank - NTB Target from self-sourced accounts across all schemes
• Achievement of Target from Mutual Funds, Life Insurance - LI, General Insurance - Gl, Asset Products
• Other Cross Sell Points - through Loans, Term Deposits, Forex remittances, Cards, etc
• Improve Customer Activation % by sale of defined hooks in the mapped portfolio.
• Experience on modules like Wealth Management, Portfolio Building, Financial Planning, etc

Customer

• Resolution of Queries / Requests that may come from managed CASA clients; adhering to the TAT
• Providing the best alternate channel experience for the customer through IB / MB/ CIB & Phone Banking
• Provide Doorstep service to managed customers, where-ever required
• Implementing necessary training for staffs to enable them to handle managed customers
• Sr. RMs periodically reviews the existing relationships of all the customers from liability and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions.
• Customer Feedback Score

Internal process

• Streamlining the process of customer on-boarding and ensuring seamless process during the same Responsible for updating and maintaining all Managed Customer upsell related MIS as well as New
• Customer acquisition done by RM (Calls, Prospects, Meetings, Business Conversions)

Learning & Performance

• Ensure adherence to training man-days/ mandatory training programs for self to ensure product knowledge & change in processes
• Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timeline.

Locations -

• Thane
• Santacruz
• Swargate

Interested candidate can mail on priya.more392@ujjivan.com OR call on 7387630109

Note- Preferred Immediate joiner candidates