Role: Relationship Manager
Grade: Senior Officer
Reports to: Branch Manager/ Deputy Branch Manager
Positions Reporting to Role: NA
Job Summary
In our effort to be the Bank of Choice, we continuously strive to understand and serve the banking needs of our
customers. The focus includes:
▪ Offering solutions that are Fair to the Customer and Fair to the Bank
▪ Offering 360-degree banking solutions that meet the needs of our customers
▪ Constantly exploring emerging market opportunities, trends and changing with customer preferences
▪ Build and offer suitable propositions to our customers
▪ Deliver best in class service to our customers
The Relationship Manager anchors the above responsibility. While doing so, works collaboratively with different
internal stakeholders to offer 360-degree banking. The incumbent is responsible to nurture existing relationships,
on boarding new customers and provide best in class service.
Key Responsibilities
• Partner with customers through their life-cycle and offer suitable products and services based on their
financial needs
• Nurture the existing customer relationships while maintaining the quality of the portfolio
• Expand and develop the customer base by onboarding new customers
• Analyze consumer needs, current market trends, and potential partnerships to offer unique and
technology-driven solutions
• Maximize market opportunities by taking the entire bank to the customer
• Tap into cross-selling and upsell opportunities, to ensure maximum customer reach
• Collaborate with product specialists, subject matter experts, credit and service teams to ensure structured
and customized solutions as per the requirement of customers
• Offer 360-degree banking to the individual, professional and business ecosystem
• A customer seeks insights and advice and hence superior knowledge and service are distinguishing factors
of success
• Customer acquisition through conversion of assigned leads
• Work on growing the managed book by deepening c