Associate Relationship Manager

Job ID: 34115

Location: Udaipur, IN

Area of interest: Relationship Manager

Job type: Regular Employee

Work style: Office Working

Opening date: 14 Jul 2025

• Maximize sales performance to achieve given revenue targets (self and branch) through liability products [Current /Savings /Term deposits], wealth management products and asset related products (secured, unsecured)
• Generate new business via sales promotions, out-marketing calls and presentations and in-branch contacts
• Participate actively in branch sales planning to generate action plans for meeting targets
• He/She is aware of bank’s Mis-selling & Sales Policies and ensure adherence all the times.
• Ensure high level of customer service in the Branch. Manage difficult customer situations
• Ensure compliance with internal and external guidelines and ensure minimal comments in audits and other inspections
• Ensure transactions are processed with a high level of accuracy and commitment in order to satisfy customer needs
• Ensure validity and completeness of transactions processed and ensure concessions relative to exchange rate, fees, charges etc. are authorized/ overridden by appropriate authorities
• Ensure adherence to laid down processes, facilitate first time resolution. Minimize rejections and customer complaints
• Monitor customer satisfaction survey ratings, net promoter score or any other survey/ feedback ratings taken from customers and ensure continuous improvement if below bench-mark, sustain and better quality service
• Take responsibility for general reconciliation and control activities
• Find ways to improve operational efficiency and control costs to meet cost budgets
• Be multi-skilled to handle all kinds of transactions and services in the bank
• Manage growth and attrition of the base, facilitate customer up-streaming. Improve product per customer

• Ensure he/ she is fully aware of all the policies and procedures issued in relation to ORMA, Group Code of Conduct, KYC/CDD/EDD & Money laundering prevention. He/she must ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer.
• Premises management in areas of merchandising, housekeeping as well as store management. Branch upkeep and maintenance
• Responsible for health and safety for all. As part of the Health and Safety guidelines you should:

• Communication/interpersonal skills
• Product/market knowledge

• Banking Knowledge
• Strong Communication Skills
• Customer orientation and sales focus
• Diligent and Punctual
• Customer orientation and sales focus
• Good interpersonal skills
• Graduate/ Post Graduate
• Anywhere between 1 - 4 years of overall experience
• Banking knowledge, understanding of front and back office processes and procedures
• Good Interpersonal Skills
• Strong Communication Skills
• Team-playing ability
• Customer Orientation and sales Focus

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.