Principal Relationship Manager

Relationship Management

• Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.
• Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
• Manage the portfolio to de-risk against attrition and achieve stability of book.
• Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
• Serve as the one‑point contact to the High‑Net‑Worth customers of the Bank.

SALES

• Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment.
• Achieve the Targets set in terms of product mix.
• Induction of all new customers brought in by the Branches & Direct Sales team.
• Achieve ‘best in class’ productivity in order to maximize the efficacy of the...