Relationship Manager

Role & responsibilities

• Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion
• Understand need and acquire customers who meet the criteria for liability products through either of the below channels:

1. Leads generated by branch staff and personal leads
2. Referrals generated from existing customers
3. Alternate channels

• Maintain the database of the prospects, meet select prospects and manage the relationship thereafter
• Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer
• Cross sell other secured loan products of and pass quality leads to respective loan officers
• Share customer insights/product related feedback with the Sales Manager - Liabilities

Customers

• Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services
• Reduce customer dormancy and customer attrition by continuous engagement / interaction
• Resolves the customer queries on various accounts, FD / RD, remittances & third party product

Internal Processes

• Guide the customer to fill the Account Opening Form’; ensure receipt and verification of KYC documents; obtain customer signatures on all mandatory documents
• Strictly adhere & maintain compliance to KYC norms
• Drive the usage of alternate channels such as ATMs, BCs and assist customers to use ATMs for dispensing cash

Preferred candidate profile

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