About this role
Relationship Manager-TFE
JOB DESCRIPTION
- To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.
- Quality of advice given to customers as determined by customers and supervisor.
- Speed and efficiency of service given.
- Sales targets for bank and investment products.
- Going beyond the professed need of the customer by providing other products.
- Enhancement of customer value.
- Cross-sale of assets products.
- Back-up to relationship managers holding HNI relationships.
- Ensure low attrition ratios.
- Customer acquisition through referrals from existing customers.
- Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks.
- Equal blend of service and sales orientation.
- In the absence of equality, sales orientation as a skew will be acceptable.
- Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.
- Sales & Business Development Enhance the deposit pool from existing and new customers.
- Drive sales of non-deposit products including Mutual Funds and Insurance.
- Achieve cross-selling targets progressively across product categories.
- Generate fee income through strategic product placement.
- Customer Relationship Management Deliver high standards of customer service and ensure customer satisfaction.
- Liaise with internal teams to ensure seamless customer service and delight.
- Act as a key point of contact for high-value clients in the AGRI-FIN and Tractor Loans segment.
- Branch Operations & Compliance Oversee branch administration and ensure adherence to regulatory compliance.
- Manage overall productivity and morale of branch team members.
- Ensure the branch meets its break-even targets and contributes positively to the P&L.
- Strategic Collaboration Work closely with product management, marketing, and other verticals for new product development and service enhancements.
- Contribute to sales initiatives and tactical planning.
- Leadership & Team Management Demonstrate strong leadership skills with a tactical focus.
- Balance strategic thinking with execution (Thinker: Doer ratio of 40:60).
- Foster a collaborative and performance-driven team culture.