Senior Relationship Manager-UFSI

Job DescriptionDaily activities include client engagement to drive portfolio actionAddress investment related or transactional queries ( Casa / credit card)MGM/ referrals on new to bankCross sell opportunities to cards/ loans / other productsRegularly attend market outlook briefings - internal /externalPortfolio review to at least 1-2 clientsPerform compliance-related deliverablesCustomer due diligence, AIR inquiries; Surveillance; LMTM Callouts.Actively participate in the Power Hour callouts - tag campaigns in ECRM.Review daily production and its impact of their Scorecards.QualificationsSkillsCommunication Skills, Interpersonal Skills, Integrity, Analytical skills - ability to understand fundamentals of the market and apply it on portfolio actions on a per client level. Aptitude to pass both internal and external certificationsKPIEffort based Investment RevenuesTrailersInsurance RevenuesAUM growth/NNMNew To BankToolsMicrosoft Excel, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Teams, Microsoft Word, ZoomEducationBachelor's and University Degree in Finance, Business, Economics, MBA, Management, Marketing, Graduate, Business/Administration, Engineering, Education