Relationship Manager

Job Description

• Job Responsibilities(JR) :
• Actionable

Asset Growth

• Identifying potential and scoping the clients for Asset growth (Budgeting)
• Ensure YoY Asset growth in line with verticals targets
• Responsible for managing the accounts/ clients for desired asset growth as per plan for the year
• Increasing Asset Product Mix for the client - CC/OD/WCDL/TL/DRUL etc
• Increasing the asset book by acquiring new customers (NTB)
• Portfolio monitoring and review (ALM/ Tableau/ Business MIS)

Core Income

Planning the income targets at start of the financial year

• Ensure YoY Income growth in line with verticals targets

Portfolio monitoring to meet the MoM revenue plans. Tracking of performance at regular intervals to monitor income variance with budgets; formulating and implementation of plans to meet income targets for the portfolio

Monitor and deliver on Incremental/ Portfolio Yield as per Plan

Revenue maximization through offering of right mix of Products as per customer's needs.

To ensure Fee and other income growth including NFB income lines mix and growth (BG/ LC)

Liability

• To meet Liability growth in line with Assets growth to meet the Self-Funding Plan for the year
• To be the face of the Bank for all products and services that a customer needs viz CA/ SA/ FD/ Customers Salary Account etc
• To engage continuously with Bank Branch Channel to ensure delivery of product/ services
• Key Objectives

To plan and meet Key Objectives set for the year by senior management which need special focus by team.

To promote KOs like Cross sell of Bank products , driving branch business etc

Skills Required

Key Requirements

• Job Responsibilities(JR) :
• Actionable

Asset Growth

• Identifying potential and scoping the clients for Asset growth (Budgeting)
• Ensure YoY Asset growth in line with verticals targets
• Responsible for managing the accounts/ clients for desired asset growth as per plan for the year
• Increasing Asset Product Mix for the client - CC/OD/WCDL/TL/DRUL etc
• Increasing the asset book by acquiring new customers (NTB)
• Portfolio monitoring and review (ALM/ Tableau/ Business MIS)

Core Income

Planning the income targets at start of the financial year

• Ensure YoY Income growth in line with verticals targets

Portfolio monitoring to meet the MoM revenue plans. Tracking of performance at regular intervals to monitor income variance with budgets; formulating and implementation of plans to meet income targets for the portfolio

Monitor and deliver on Incremental/ Portfolio Yield as per Plan

Revenue maximization through offering of right mix of Products as per customer's needs.

To ensure Fee and other income growth including NFB income lines mix and growth (BG/ LC)

Liability

• To meet Liability growth in line with Assets growth to meet the Self-Funding Plan for the year
• To be the face of the Bank for all products and services that a customer needs viz CA/ SA/ FD/ Customers Salary Account etc
• To engage continuously with Bank Branch Channel to ensure delivery of product/ services
• Key Objectives

To plan and meet Key Objectives set for the year by senior management which need special focus by team.

To promote KOs like Cross sell of Bank products , driving branch business etc