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:
â–ª Offering solutions that are Fair to the Customer and Fair to the Bank
â–ª Offering 360-degree banking solutions that meet the needs of our customers
â–ª Constantly exploring emerging market opportunities, trends and changing with customer preferences
â–ª Build and offer suitable propositions to our customers
â–ª 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