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Relationship Manager

Bharti Consultants
2 Years
Posted on 24 May 19
Job DescriptionLast Date 23 Jul 19
  • Position:Financial Partner (FP)
  • Grade:Manager/ Senior Manager
  • Business Unit:Branch Banking
  • Sub Unit:Branch Yes Prosperity & Wealth Management
  • Reporting to:Branch Business Leader (BBL)
  • Relationship Management :
  • Managing the banking and investments relationship and responsible for  overall  growth  of  Liabilities  &  Investment  business  from branch/retail customers
  • Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
  • Identify current and potential relationship with additional revenue potential and grow business volumes for a larger share of customer wallet.
  • Generating Incremental Business
  • Sales targets spread across liabilities, retail assets, business banking,forex, cards, investments etc.
  • Proactively sell the full range of consumer and commercial product
  • to current and potential Relationships
  • Increase  CASA  balance  in  allocated
  • portfolio  either  through
  • Deepening or Acquisition
  • Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank.
  • Customer Engagement:
  • Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
  • Face to the client and First person Responsible for service and sales
  • satisfaction of mapped clients
  • Investments
  • To analyze financial needs of the customers and offer appropriate product with utmost transparency
  • Driving revenue business to generate fee income through products like mutual funds, investments and insurance
  • Audit & Compliance
  • Adherence to the Bank’s policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authoritie
  • Expected Age:Candidate Minimum 23 to Maximum 30 years
  • Profile
  • Education:
  • Graduation (Post Graduate preferred)
  • AMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage.
  • Past Experience:
  • Minimum 2 years of work experience in Banking & Financial Services Organisations
Other Aspects / Skills:-
  • Good written and verbal communication skills
  • Fully conversant with MS Office
  • Excellent networking & interpersonal skills
  • Sensitive to issues of confidentially and compliance
  • Market knowledge of ‘Retail Banking’ or ‘Consumer Banking’ or ‘Branch Banking’
  • Knowledge of regulatory guidelines

Job Type

Interview Type

Face to Face Interview, Telephonic Interview

Company Description

Bharti Consultants is an end-to-end Human Resources solutions provider, serving clients for over 10 years now.

The pioneers of organized recruitment services in India, we believe in providing organizational solutions to enhance the competitive advantage and we do so through long-term client relationships built on experience, insight, and teamwork. Over the years, we have acted as preferred recruitment partners to notable NBFCs, Banks, the Educational sector as well as the Medical Sector to emerge as the leading recruitment brand nationally. This, combined with our role as trusted consultants for Indian professionals, translates into our core capability – Right People Right Places.

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