Assistant Relationship Manager

চাকরির বিবরণ

JOB SUMMARY

- Accomplish set sales and revenue objectives for all Products as per set business plan.

- Be commercially effective in the role and consistently keep customer/client as focus & ensure excellent customer service by delivering quality client on-boarding experience.

- Participate in the assigned People Development and L&D programmes. Take accountability for own development by active enrolment and participation with close coordination with respective Team.

- Ensure implementation of prescribed Sales & Compliance processes as per Bank's policies.

- Implement governance & controls to proactively identify, manage and minimize/mitigate potential losses to the franchise within respective Area.

KEY RESPONSIBILITIES

- Meet and exceed monthly and annual sales target objectives

- Ensure penetration in the market through focus on New to Bank acquisition as well as solicit existing clientele

- Do proper analysis of the case and provide all related information of the customer after the field visit is done

- To be familiar with all policies, products and processes to ensure superior client on boarding experience

- To proactively participate in Learning, Development and training programmes of the bank in order to be effective sales personnel

- Ensure strict adherence to all KYC, Compliance policies and other processes as stipulated

- Achieve monthly& annual set KPI objectives

- Focus on New To Bank acquisition along with leveraging existing client base

- To leverage on cross sell opportunities to ensure higher revenue per customer

- Maintain Daily Sales Reports on sales performance for review by team leader and manager assets

- Ensure thorough knowledge of all product, policies and processes in order to achieve superior client on boarding experience

- To ensure no mis selling to customers by offering products/services transparently as per customer requirements

- Understand and resolve/escalate customer redresses to ensure timely resolution

- To ensure participation in assigned training, Learning & Development programmes

- Awareness to competition offerings and offer suggestions to line manager to improve product/ processes

- Adhere to Risk Control Assessment process across all areas of Business Banking Department - Selling, Client Onboarding, Fraud Control, Client

- Application & KYC Documentation etc.

- Adherence to all prescribed internal processes to ensure satisfactory Audit Ratings by adherence of all prescribed processes

- Ensure to bring quality and right customers to the franchise.

- Discuss the cases with stake holders and ensure support is provided

- Customer Insight and Market Research: Build a strong understanding of our portfolio, BB Customers’ unmet needs, and use these insights to develop value proposition strategy, conduct market research.

- Presentation preparation and development: Develop written and verbal communications to inform and align with key decision makers and demonstrate real business impacts.

REQUIREMENTS / QUALIFICATIONS

- Requires good convincing and Negotiating Skills according to the complexity of business.

- Continuous suggestions on Changes and ways of improving FAB Products.

- To build and maintain effective business relationship with all colleagues.

- Identify any cross-Selling opportunity for Other Business Divisions of the Bank

- Education required: University Degree

- Experience: 3 – 5 years of experience in Banking or in a Financial Industry

Skills

- Requires good convincing and Negotiating Skills according to the complexity of business.

- Customer Insight and Market Research

- To build and maintain effective business relationship with all colleagues.