0
Full Time
Pune
Posted 4 months ago

Badlaav Humse Hai

VerticalBranch BankingLocationBank Branches
BusinessLiabilitiesDepartmentLiabilities Sales
Organizational Relationships
Position Reporting toBranch Manager
Direct ReportsIf Applicable
 
QualificationGraduate; 1st division in 10th, 12th and Graduation
Relevant Experience2 – 4 yrs of Banking expereince, preferably localite, should not be more than 28 yrs of age
Functional CompetenciesCustomer-service orientation, Negotiation and Persuasion skills & Relationship building Skills, Organized and Result-orientation
Behavioral  CompetenciesWillingness to travel as required; Honesty and Integrity
Ability to work under pressure
Job Responsibilities
Financial Responsibilities & Non Financial ResponsibilityThe HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, integrating and coordinating all Banks’ Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client
Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment.
• Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer,
• Proactively and timely identifies potential problem accounts and formulates appropriate risk
• Mitigating strategies.
• Manage customer migration between segments, sub-segments and the HNI business.
• Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.
• Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of most important customer segment
• Ensure all sales activity is recorded online as per the organizational process (CRM)
• Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets
• Informs customers about new products or product enhancements to further expand the banking relationship
• Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM)
Compliance & Risk ResponsibilitiesUnderstanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities
Key Responsibility
Responsible for ensuring that the Sales targets in no’s & values are met as per defined scorecard.

Job Features

Job CategoryBanking
Job RoleBranch Manager
GradeSr. Manager / AVP
DepartmentBranch Banking
Experience5-8 years
CTC15-20 lacs
No of Positions4

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