Yangon, Myanmar
Relationship Manager
Job Description:
- Manage the HNI portfolio of the wealth segment.
- Increase the relationship value (deposit base) of the customer and the HNI customer base in the branch.
- Improve EP per customer by increasing the holdings of deposit products and improving penetration of product holding across the bank (such as each customer should go from having say 2-3 products on average to 4-6 products with the bank).
- Source NTB customers through referrals and other promotional activities.
- Ensure the HNI portfolio of the branch is growing month on month and win back any lost deposits.
- Increase the NPS score of the customer base by a pre-agreed percentage.
- Work closely with the SA/ Branch Operation Team/Branch Incharge.
- Maintain the Contacts with customers as per the defined relationship matrix.
- Meetings can also be conducted at the branch in the Branch Incharge room or closest premium banking center to the Branch.
- Nurture and upgrade existing customers to move to the next level of UHN/HNW offering.
- Pro-actively engage with customers to understand and analyze their needs, problems and interests to help the bank develop new products, services and interest group based exclusive events & activities for these clients.
- Maintain customer dossiers as defined by Wealth BU and update information in the CRM.
- Sales targets for Cross-Sell & Up-sell/ Revenue based targets to be met as per balanced score-card (e.g. increase in balances would be the primary objective, however there would be targets for other products as well).
- Review product penetration for assigned client base and identify customers for enhancing product penetration.
- Ensure KYC/AML and other norms are strictly adhered to and customer contact information is kept up to date.
- Activation of KBZPay / IM banking and other digital channels for each and every UHN/HNW customer and enabling bio-metric/facial recognition.
- Organize and host customer events for deepening relationships in close coordination with Branch Operation team/Wealth BU.
- Provide advisory service for customers to be a successful business, linking them to other businesses, helping customers to meet with the banks policies in their financing needs for business expansion.
- Also Offer and meet targets for non-Deposit products alike Insurance and other products introduced from time to time.
- Other duties as assigned.