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- Ensuring timely onboarding of quality accounts in the HNW channel for the bank
- Ensuring lowest depletion of the newly acquired accounts
- Increase liabilities size of relationship via balances in accounts of existing customers
- To Enhance & Retain customer profitability by capturing larger share of Wallet
- Ensuring the highest level of service to the customers in the branch
- Profiling Customers and Providing Financial planning & Investment Advise as per customers need
- To ensure maintenance of updated Relationship File
- To handle a team of 4 to 9 Preferred Relationship Manager
- Recruitment and training of Relationship Manager Team and Lead a result oriented team
- Ensuring the RMs are trained and well equipped with data and products to handle and service the customers
- Ensuring the Relationship managers are meeting the right set of customers
- Ensuring joint calls with the relationship managers
- Complaints Handling for the RM Channel
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Relationship Area Head - Mumbai, India - Mintskill HR Solutions LLP
Description
Job DescriptionJob Purpose :
The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income.
Ensuring RMs meet the right customers and have a meaningful engagement with customer
Ensuring the RMs are trained and equipped to handle customer queries
Acquisition of High new worth customers to the Bank:
Mentoring the RMs in the branch
Requirements
Graduation/Post-GraduationCertifications:
AMFI Certification
IRDA Certification
NCFM Certification (Optional)
Key Skills:
Sales and Influencing Skills
Banking Product & Process Knowledge
NRI Product and Regulatory Knowledge
Planning and Organizing Skills
Good Communication skills
Knowledge of Competition & Current trends in the financial Industry.
Experience Required:
Minimum experience in years – 4 to 10 yr
Exposure to banking team Handling is preferable
Benefits
IndusInd Bank Limited is an Indian financial services headquartered in Mumbai.Requirements
Graduation/Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Key Skills: Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry. Experience Required: Minimum experience in years – 4 to 10 yr Exposure to banking team Handling is preferable