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Relationship Manager

5.00 to 10.00 Years   Mumbai City   06 Jan, 2022
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryManagement Consulting / Strategy
Functional AreaGeneral / Other Software
EmploymentTypeFull-time

Job Description

Job Responsibilities: Acquisition of CASA from Portfolio Management NTB, market reference, cross sell and selling of third party products (Life Health Insurance, Mutual funds SIPs ect). Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk ins, referrals from existing customers, through industry bodies and associations and through running industry. Achieving overall numbers and value targets as per scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers. Compliance Risk Responsibilities Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. ,

Keyskills :
salesmarketinginsurancecustomer relationsbankingthird party productsmutual fundshealth insuranceportfolio managementkycriskcasasipssellingrunningbusinessboardingportfoliocampaignsliability

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