Burgundy Relationship Manager

Roles and Responsibilities

Provide financial solutions to the Burgundy

customers while maintaining high service standards

Maintain complete customer profile including

the risk profile, demographics and assets in the bank

Enrich relationships and garner higher wallet

share through customer engagement activities

Deepen the existing relationships by cross

selling the Bank's products and services/ third party investment products

Identify potential customers who can be sold

tailored products to enhance product penetration

Acquire new customers by converting referral

leads

Achieve targets as assigned by the

organization on a monthly basis

Record and track all engagement activities

through the CRM system

Comply with KYC/SEBI rules, regulations, and

legislation governing the Bank