Key Responsibilities:

Acquire new clients through leads and family accounts grouping
Grow the liability base (CASAFD) by strengthening relationships with premium mapped customers
Sell asset, wealth & other products (bank and third party) to increase revenue per client
Service clients for all their banking requirements, including bank/3rd party products
Increase the bank and third party product holding of mapped clients
Meet/call mapped clients for client servicing and cross-selling new products
Actively participate in driving campaigns for liability and other products
Ensure compliance with bank processes and maintain a high focus on compliance

Qualifications Required:

Graduate/Post Graduate with preferred exposure to financial subjects (Post Graduate in Finance/Commerce preferred)
4-6 years of work experience in the banking industry
2 years of relevant experience as a Relationship Manager
Valid AMFI/IRDA Certifications; Expired certificates may be considered
Experience in a sales-based incentive role is preferred

Desired Behavioral/Functional Traits:

Knowledge of banking products and processes
Strong Relationship Management skills, with a preference for candidates with an existing set of customers
Self-motivated with the ability to pitch products to clients
Effective communication and interpersonal skills
Multi-tasking abilities with crisis management capabilities

Service Relationship Manager - Affluent Banking