Relationship Manager – Institutional Business

Relationship Manager - Institutional Business is the primary touch point cum relationship manager for high value IB accounts across the Bank. The role engages with the key clientele of the segment within respective assigned markets, encompassing a Division of Branches to ensure deepening of relationship through various cross holding products. Relationship Manager IB also does prospecting and marketing for the new high value relationships to be brought in by offering and implementing proper product mix. The new relationships are to be nurtured properly aligning with Banking compliances.

Major Roles & Responsibilities

Acquire Key Institutional clients from the market with help of Respective State Head / Head Institutional Business and with help of respective Branch Head from their assigned catchments

Develop and nurture trust relationships with a portfolio of major clients

Acquire a thorough understanding of TASC customer needs and requirements

Exhibits proper understanding of institutional sales with thrust on TASC products with CMS and digital solutions

Expand the relationships with existing customers by continuously proposing solutions that meet their objectives

Ensure the correct products and services are delivered to customers in a timely and compliant manner

Serve as the link of communication between key customers and internal teams

Resolve any issues and problems faced by customers and deal with complaints to maintain trust

Play an integral part in generating new sales that will turn into long-lasting relationships

Prepare regular reports of progress and forecasts to internal and external stakeholders using key account metrics

Ensure sourcing TPP opportunities by pitching GI products and Forex products.

Qualification Type

Graduate/ MBA (Marketing) preferred.