RBB-Preferred Relationship Manager

· Quality new acquisition of Liability CA/SA/SAL/TD from Resident/Non-Resident customers in the catchment · Generate leads through Catchment Working, Cold Calls, Referrals, Working on the internal databases. · Work on Enabler for Business acquisition · Participate in Local Marketing promotional activities of the Branch for Business Acquisition · Fully responsible to get Values in the Self sourced Accounts · Meet the defined productivity norms for Self-Sourcing and mentioned in PLP · Adherence of KYC/AML in true spirit while acquisition of new accounts- Identify existing branch customers who meet Classic program criteria and flag them on the system to upgrade these customers under the program - Acquire new customers who meet product criteria and flag them on the system - Regularly interact with the customer to build relationships and understand the profile. - Achieving MTD and YTD Revenue Targets · Enhance the value/book size of the given portfolio · Achieving Top Line targets for various products like LI, MF etc. · Liability products – CASA, FX, Quickremit etc - Update any portfolio client related process like LTR and any other such system as informed from time to time · Handling Service Request for program clients - Ensure certification of documentation required for opening and maintaining customer accounts · Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time)Required Skills- 5to 12 years of experience in banking sales and with good communication skills - Outbound Sales resource responsible for sourcing Liability business from the market - Primary focus being acquiring New to Bank customers for the Bank - Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals - Along with Liability, staff is responsible for Cross sell of other products to customer. - Adhere to the KYC and AML guidelines of the Bank for Account Opening

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