RBB- Platinum Relationship Manager

Key Responsibility Areas : 6 – 8 Areas

Activities

HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)

·        Acquire new customers.

·        Regular interaction with the customer to build rapport to understand and update the profile.

·        Enhance the Overall value/book size of the portfolio

·        Maintain the overall quality / hygiene parameters of the portfolio

·        Cross selling products of the bank based on the customer need

·        Joint calls being done along with Supervisor as per defined process

·        Advisory services to be offered based on the requirement.

• Attrition control of customers

·        Achieving MTD and YTD Revenue Targets

·        Operations, Marketing & Processes

·        Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)

·        Ensure KYC / AML norms are adhered to at all points of time

·        Ensure that 5-S norms are adhered to for individuals workstation

·        Increase in wallet  share

·        Look for opportunities to cross sell any other product of the Bank, to ensure that Bank is a one stop shop & solution for all banking needs.

·        Sales to family members and associates (all network)

·        Ensure that optimal levels of Income generating Product Group Holding is reached

·        Customer Service

·        Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.

·        Customer is informed about any regulatory or process change. Keep the customer updated on program features.

·        Ensure timely customer communication on requests and concerns raised. 

·        Proactive complaint management through feedback from customers.

·        Promoting all direct banking channels and ensuring that the customer is utilizing the same

·        Ensuring that customers are introduced to the RBH / BM so that there is back up when the customer visits the branch and the RM is out.

·        Ensure smooth transition of handover/takeover of the portfolio.