RBB-Preferred Relationship Manager

Preferred Relationship Manager

Job Purpose

• Responsible for acquiring and managing HNI customers under the Preferred programme.
• Enhance relationship profitability through cross-selling.
• Increase wallet share.
• Serve as a one-point contact for financial needs, ensuring superior customer experience and portfolio growth.

Key Responsibilities

HNW Portfolio Management

• Acquire new customers meeting product criteria.
• Enhance portfolio value and maintain hygiene parameters.
• Cross-sell bank products based on customer needs.
• Control attrition and achieve revenue targets.

Operations, Marketing & Processes

• Ensure error-free documentation and adherence to KYC/AML norms.
• Identify cross-sell opportunities to increase wallet share.
• Enhance product penetration and income-generating product holdings.

Customer Service

• Deliver quality service and resolve queries within TAT.
• Proactively manage complaints and ensure timely communication.
• Promote direct banking channels and ensure smooth portfolio transitions.

Education

• Graduation required.
• Post-Graduation preferred.

Certifications

• AMFI Certification
• IRDA Certification
• NCFM Certification (Optional)

Key Competencies

• Sales and influencing skills
• Banking product knowledge
• Planning and organizing skills
• Good communication
• Knowledge of competition and financial trends.