Senior Relationship Manager-Branch Banking

 I.            ROLE PURPOSE & OBJECTIVE

·         Sr. Banking Relationship Manager the single point relationship management official of the Bank for the high-net-worth customers in the Priority Banking Segment of Bank.

·         Sr. RM is primarily responsible for providing financial solutions to the Emerging HNI & HNI customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship especially via balance growth in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.

·         He/ She is responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products.  Also enhances the book through new customer acquisitions.

·         Apart from Liability his/her key focus will be on ensuring Cross-sell of Mutual Funds SIPs, Insurance etc.

·         He/ She should also ensure in increasing customer engagement through other products like Forex, Remittances, Loans, etc. to the new and existing customers.

·         He/She will also ensure that references of other HNI customers are taken from existing customers which could be family members, friends, acquaintances, business partners etc to enhance his portfolio.

·         Sr. RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective like Investments MF, Demat etc and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions.

·         He/ She also updates Bank's internal systems like the Daily activity tracker in CRM, Customer Profiling etc for monitoring, accurate reporting and MIS.

II.            SIZE OF THE ROLE- NA

FINANCIAL SIZE

NON-FINANCIAL SIZE

·         TRV Size Ranging from 25 Cr – 100 Cr

·         Number of Branches – 2 to 4 selective branches within City/Cluster/Region

·         Number of products and services – catering to all banking products & services

·         Volume of products and services – As mentioned in their KRA

III.            KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business

·         Achieve % Cumulative Daily Balance - Deepening in Mapped Existing to Bank - ETB Book

·         Achieve the New to Bank - NTB Target from self-sourced accounts across all schemes

·         Achievement of Target from Mutual Funds, Life Insurance - LI, General Insurance - GI, Asset Products

·         Other Cross Sell Points - through Loans, Term Deposits, Forex remittances, Cards, etc

·         Improve Customer Activation % by sale of defined hooks in the mapped portfolio.

·         Experience on modules like Wealth Management, Portfolio Building, Financial Planning, etc

Customer

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About Company

Ujjivan SFB provides banking services to the unbanked and underbanked population in India. It offers savings, loans, insurance, and digital banking tailored for low-income segments. The bank promotes financial inclusion through a wide network of branches.

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