Relationship Manager - Priority Banking

To build, grow and manage a portfolio of affluent customers with personalized service, develop close relationships, present required products, achieve maximum profitable contribution and retain customer’s loyalty/business.

• Build, grow and manage the segment portfolio. Responsible for enhancing CBI First sales and promoting cross selling of bank products to existing and potential priority customers.
• Understand customer needs, identify financial and non-financial requirements by conducting financial need analysis (Client Profiling)
• Responsible for conducting customer portfolio reviewsand financial checksfor each clientas per agreed timelines
• Achieve revenue goals, sales and portfolio growthtargets across a range of products and services (Investments, Term Deposits, CASA balances, Mortgages, Credit Cards, Bancassurance, etc.
• Ensure delivery of customer promise and practice brand.
• Optimiz...