CA RM _ Bank

As a Relationship Manager, your role involves managing CA value-growth and generating fee income from Trade Forex, Retail Banking & Business Banking relationships. Your key responsibilities include: - Cross-selling wealth management products such as MF, LI, GI, CC, Y-SEC, and Locker to clients - Acquiring high-value CASA relationships within the group to increase the Customer to Group (CTG) & Product to Group (PTG) ratio in the book - Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across various products like CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition, and other products - Maintaining superlative client servicing standards & rigor in managing relationships - Understanding transactional and commercial banking products thoroughly - Driving superior product & process for sales and service to premier CA clients and providing necessary feedback to the Program Team for enhanced product development - Seeking references from existing clients to generate prospect lists for New to Bank acquisition - Providing a differential customer experience to support the bank's value proposition and ensuring the maintenance of minimum bank threshold and retention of business customers - Focusing on profile-based cross-sell of value-added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital/loan needs & OPDT, and family SA - Understanding and maintaining details regarding the nature of business and business model to extract existing and potential opportunities as well as identify any potential risks - Positioning our value proposition by linking benefits to the customer's key business requirements/issues and being a team player able to work in a cross-functional environment Additionally, your role involves understanding the company's nature of business and business model to identify opportunities and risks effectively. As a Relationship Manager, your role involves managing CA value-growth and generating fee income from Trade Forex, Retail Banking & Business Banking relationships. Your key responsibilities include: - Cross-selling wealth management products such as MF, LI, GI, CC, Y-SEC, and Locker to clients - Acquiring high-value CASA relationships within the group to increase the Customer to Group (CTG) & Product to Group (PTG) ratio in the book - Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across various products like CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition, and other products - Maintaining superlative client servicing standards & rigor in managing relationships - Understanding transactional and commercial banking products thoroughly - Driving superior product & process for sales and service to premier CA clients and providing necessary feedback to the Program Team for enhanced product development - Seeking references from existing clients to generate prospect lists for New to Bank acquisition - Providing a differential customer experience to support the bank's value proposition and ensuring the maintenance of minimum bank threshold and retention of business customers - Focusing on profile-based cross-sell of value-added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital/loan needs & OPDT, and family SA - Understanding and maintaining details regarding the nature of business and business model to extract existing and potential opportunities as well as identify any potential risks - Positioning our value proposition by linking benefits to the customer's key business requirements/issues and being a team player able to work in a cross-functional environment Additionally, your role involves understanding the company's nature of business and business model to identify opportunities and risks effectively.