Relationship Manager - Ahmedabad - confidential

    confidential
    confidential Ahmedabad

    1 week ago

    Full time
    Description

    Roles & Responsibilities:

    Customer Relationship Management

    • Manage banking and investment relationships with Yes Premia clients
    • Drive overall growth in liabilities and investment business from branch/retail customers
    • Develop and expand client relationships by delivering service levels that exceed expectations
    • Identify and engage high-potential clients to increase business volume and wallet share

    Business Development & Sales

    • Achieve sales targets across product categories: liabilities, retail assets, business banking, forex, cards, and investments
    • Proactively sell the full range of consumer and commercial banking products to both existing and prospective customers
    • Deepen existing relationships or acquire new clients to increase CASA balances in the allocated portfolio
    • Drive product and channel penetration to maximize customer relationship value

    Customer Engagement

    • Maintain consistent portfolio quality through regular client engagement
    • Act as the primary point of contact, ensuring service satisfaction and personalized financial solutions

    Investment Advisory

    • Analyze customer financial needs and recommend suitable investment options with transparency
    • Drive fee-based income by promoting mutual funds, insurance, and other investment products

    Audit & Compliance

    • Ensure strict adherence to the Bank's policies and procedures related to acquisition, BSA, and KYC norms
    • Comply with all regulatory requirements set by authorities like RBI, SEBI, AMFI, and IRDA

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