Responsible for meeting the branch targets and adherence to all guidelines and regulatory requirements.
Ensuring that customers get world-class services and their needs are understood and met through financial product offerings of the Bank
Managing and monitoring performance of all the sales resources and attrition control of customers
Recording & resolving complaints as per the specified process within the stipulated TAT
Promoting all direct banking channels and ensuring that the customer is utilizing the same.
Responsible for all related process checks as custodian of vaults and joint custodian of systems administration and setup within the branch
Ensure all laid down system and process are followed as stipulated by Audit and Senior Management by carrying out Monthly / Periodic Verification of Auditable items at branches
Ensure that all staff are adequately trained on the Products of the bank and sales process. Make staff aware of various policies of the bank with regard to customer service and compliance
An Relationship Manager handles a group of High Net Worth Imperia Clients
Profiling Customers and provide financial products to meet customer needs
Deepen the relationship by Cross selling Banks Products and Services according
to Customer Needs
Increase liabilities size of relationship via balances in accounts of existing customers
To Enhance & Retain customer profitability by capturing larger share of Wallet
Ensure profitability of the portfolio: Generate high Income per Customer
Acquire new customers who meet product criteria through cross-referencing