Relationship Manager Royale Job in Au Bank
Job Summary
Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment.
Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer,
Proactively and timely identifies potential problem accounts and formulates appropriate risk
Mitigating strategies.
Manage customer migration between segments, sub-segments and the HNI business.
Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.
Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of most important customer segment
Ensure all sales activity is recorded online as per the organizational process (CRM)
Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets
Informs customers about new products or product enhancements to further expand the banking relationship
Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM) Compliance & Risk Responsibilities Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities Key Responsibility Responsible for ensuring that the Sales targets in no's & values are met as per defined scorecard.
Description
JOB DESCRIPTION Basic Information Position Title Relationship Manager Royale Grade/Level Grade as per structure Vertical Branch Banking Location Bank Branches Business Liabilities Department Liabilities Sales Organizational Relationships Position Reporting to Branch Manager Direct Reports If Applicable Qualification Graduate; 1st division in 10th, 12th and Graduation Relevant Experience 2 - 4 yrs of Banking expereince, preferably localite, should not be more than 28 yrs of age Functional Competencies Good time management skills, Selling skill, Interpersonal and communication skills, Well versed with English and local Language. Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skills, Organized and Result-orientation Behavioral Competencies Willingness to travel as required; Honesty and Integrity Ability to work under pressure Job Responsibilities Financial Responsibilities & Non Financial Responsibility The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, integrating and coordinating all Banks Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the ClientManaging the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment.
Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer,
Proactively and timely identifies potential problem accounts and formulates appropriate risk
Mitigating strategies.
Manage customer migration between segments, sub-segments and the HNI business.
Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.
Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of most important customer segment
Ensure all sales activity is recorded online as per the organizational process (CRM)
Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets
Informs customers about new products or product enhancements to further expand the banking relationship
Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM) Compliance & Risk Responsibilities Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities Key Responsibility Responsible for ensuring that the Sales targets in no's & values are met as per defined scorecard.
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