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Priority Relationship Manager
Job Detail
Banking/Financial Services
Sales & Business Development
Total Position
Job Type
Full Time/Permanent ( First Shift (Day) )
Job Location
No Preference
Minimum Education
Career Level
Experienced Professional
Required Experience
2 Years - 5 Years(Banking and Sales experience preferred)
Apply By
Aug 25, 2019
Posted On
Jun 27, 2019
Job Description

Sales Management

  • Increase sales of products through deepening and cross sell such as Bancassurance, Consumer Products, SME, Agri (where applicable) and alternate distribution products as assigned by the management from time to time.
  • Increase compliant liabilities with positive margins of existing and new priority customers
  • Maintain good relationships with existing priority customers and deepen existing relationships through regular customer contacts
  • Service bank priority customers as well as walk-ins within the agreed service standards
  • Register all priority customer complaints as per the Bank’s guidelines and effectively provide resolution in consultation with concerned stakeholders.

Cost of Fund Management

  • Work closely with Branch Manager in order to maximize profitability by improving the CASA deposit base, managing and streaming high cost deposits towards treasury and other beneficial investments.

Regulatory Framework

  • Comply with Policy, Procedures and regulatory requirements with regards to Account Opening / Account Closing
  • Monitoring of transaction volumes in priority customer accounts and ensure 100% accuracy on updating risk classification in accordance with the KYC parameters
  • Constantly review internal and prudential KYC and AML requirements with a view to remain updated on any revisions

Customer Experience in the Branch

  • To manage the branch floor, and ensure priority customers are being serviced in a timely and orderly manner
  • Ensuring high level of customer satisfaction by meticulously attending to priority customer queries and answering phone calls / written communication according to the defined SOP of the bank.
  • Conduct Call Back Confirmations (CBC) as per defined SOP / guidelines
  • Process priority customers request for Term Deposit / Waiver of Charges / Call Deposits / Dormant Activation / CF Applications / Financing against Liquid Securities / Account Maintenance / Issuance of Certificates.
  • Any other Banking activity assigned by the supervisor 

Required Skills

willingness to take initiative, Excellent customer service orientation, Strong personal selling abilities, Good understanding of prudential regulations & SOPs, Strong understanding of Bank’s product offerings, Strong interpersonal and listening skills, polite and tactful attitude, Ability to manage customers, Ability to simultaneously manage multiple tasks

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