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