Portfolio Relationship Manager

Role & responsibilities

• Acquire new customers by generating leads from the market and from existing customers
• Achieving PB annual income plan on MTD and YTD basis and driving the sales of the branch for achievement of the Branch target segment/product wise.
• Maintain the hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc above the benchmark for the portfolio.
• Tracking the quality parameters of the portfolio like eligible customer base, CTG ratio, income product penetration ratio and others
• Upgrading customer on the 4 pillar of digital banking like banking transaction, bill payment, shopping, investing and loans.
• Migrate customers to digital products like net banking, mobile banking, and inform about digital asset products.
• Maintain the list of Active and Inactive customers for both CA & SA and engage with the customers for balance build up and cross sell of bank and third party products