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Associate Relationship Manager

2.00 to 5.00 Years   Mumbai City   18 Apr, 2022
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    • Acquiring, growing and deepening Prime Banking customer relationships through effective relationship management
    • Focus on the analysis and satisfaction of Prime Customers financial as well as investment needs and objectives.
    • To provide the face of the Bank to the high affluent net worth customers of the Bank.
    1. RELATIONSHIP MANAGEMENT
    • Build and deepen relationships with existing Prime Customers to achieve increase in share of wallet and revenues.
    • Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
    • Manage the portfolio to de-risk against attrition and achieve stability of book.
    • Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
    • Serve as the one-point contact to the high affluent net worth customers of the Bank.
    1. SALES
    • Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment
    • Achieve the targets set in terms of product mix
    • Induction of all new customers brought in by Self, Branches & Direct Sales team.
    • Achieve best in class productivity to maximize the efficacy of the sales process.
    • Achieve the budgeted cross sell targets.
    • Aggressive Sales call plans to acquire large prospective customers through referrals.
    • Ensure coverage of customer base in accordance with the approved contact plans.
    • Coordinate customer events for the cluster along with the product team
    1. SALES MIS
    • Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)
    • Maintain and update customer information on WMS
    SERVICE
    • NPS & Customer management
      1. Ensure that NPS is at least in second quartile as compared to peers
      2. Use the online CMP system diligently and achieve > 75% of their require customer contact each month
    RISK MANAGEMENT & COMPLIANCE
    • Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.
    • Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer.
    • Ensure full awareness of all policies relating to operational risk, sales processes, mis selling, etc. and comply with the same
    • Read, understand and comply with all provisions of the Group Code of Conduct.
    Our Ideal Candidate
    • Graduate/ Post Graduate, consistent academic career
    • Extensive sales experience (2 to 5 years)
    • Sales focused and highly target oriented
    • Able to pick up new concepts quickly
    • Able and excited about going out to meet new customers
    • Competitive awareness & benchmarking
    • Excellent communication, interpersonal & relationship building skills
    • Banking knowledge
    • Management Information Skills
    • Good Interpersonal Skills
    • Customer and Service Orientation
    Visit our careers website www.sc.com/careers ,

Keyskills :
salesbankingmarketinginsuranceforexkeeping things simpledirect salesnew businesshuman skillsnew conceptslife insurance

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