BUSINESS RELATIONSHIP MANAGER at UpdwardX in Chennai

Key Responsibilities

Acquire new-to-bank (NTB) customers, particularly affluent and high-value clients with an AUM of ₹10 Lakhs and above.

Identify potential customers through referrals, networking, local market prospecting and business development activities.

Build and maintain long-term relationships with existing and prospective customers.

Drive cross-selling and up-selling of banking, investment, insurance and other financial products.

Grow Assets Under Management (AUM) and increase customer wallet share.

Achieve monthly and annual business acquisition, revenue and sales targets.

Promote digital banking services, including Internet Banking, Mobile Banking and other digital channels.

Ensure excellent customer service and timely resolution of customer queries and complaints.

Follow banking regulations, KYC, AML and internal compliance procedures.

Eligibility Criteria

Mandatory: Graduate degree (10+2+3 years of education).

Minimum 2 years of experience in a reputed banking institution.

Good knowledge of banking products and financial services.

MBA is preferred but not mandatory.

AMFI / IRDAI / FEDAI certifications and BCSBI certification will be an added advantage.