Assistant Relationship Manager

JOB SUMMARY / INTRODUCTION • 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 an effective sales personnel. • Ensure strict adherence to all KYC, Compliance policies and other processes as stipulated. KEY RESPONSIBILITIES Financial Accomplish set sales and revenue objectives for all Products as per set business plan. • Achieve monthly & annual set KPI objectives for MBBF as per the assigned role. • 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. Learning & Growth 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. • To ensure participation in assigned training, Learning & Development programmes. • Awareness to competition offerings and offer suggestions to line manager to improve product/processes. Internal Processes 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. • 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. Essential • 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. • MBA / PGDM / Sales diploma or certification preferable. • 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. • MBA / PGDM / Sales diploma or certification preferable.