Job Description

#

Senior Relationship Manager - Branch Banking

Multiple locations








Department
NORTH BUSINESS
Job posted on
Jan 09, 2026
Employee Type
Permanent
Experience range (Years)
0 - 0

I.

KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business

Achieve % Cumulative Daily Balance - Deepening in Mapped Existing to Bank - ETB Book

Achieve the New to Bank - NTB Target from self-sourced accounts across all schemes

Achievement of Target from Mutual Funds, Life Insurance - LI, General Insurance - GI, Asset Products

Other Cross Sell Points - through Loans, Term Deposits, Forex remittances, Cards, etc

Improve Customer Activation % by sale of defined hooks in the mapped portfolio.

Experience on modules like Wealth Management, Portfolio Building, Financial Planning, etc

Customer

Resolution of Queries / Requests that may come from managed CASA clients; adhering to the TAT Providing the best alternate channel experience for the customer through IB / MB/ CIB & Phone Banking

Provide Doorstep service to managed customers, where-ever required

Implementing necessary training for staffs to enable them to handle managed customers

Sr. RMs periodically reviews the existing relationships of all the customers from liability and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions.

Customer Feedback Score

Internal process

Streamlining the process of customer on-boarding and ensuring seamless process during the same

Responsible for updating and maintaining all Managed Customer upsell related MIS as well as New Customer acquisition done by RM (Calls, Prospects, Meetings, Business Conversions)

Learning & Performance

Ensure adherence to training man-days/ mandatory training programs for self to ensure product knowledge & change in processes

* Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines