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Relationship Manager Retail Branch Banking

6.00 to 11.00 Years   Delhi   13 Apr, 2020
ASL Enterprises
Job LocationDelhi
EducationNot Mentioned
SalaryRs 12 - 22 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSales / BDProduct Management
EmploymentTypeFull-time

Job Description

Job PurposeResponsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships.To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.Salary:Key Responsibility Areas :HNW Portfolio Management (Acquiring, Enhancing,Deepening and Retention)

  • Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
  • Acquire new customers who meet product criteria
  • Regular interaction with the customer to build rapport to understand and update the profile.
  • Enhance the Overall value/book size of the portfolio
  • Maintain the overall quality / hygiene parameters of the portfolio
  • Cross selling products of the bankbased on the customer need
  • Joint calls being done along with Supervisor as per defined process
  • Advisory services to be offered based on the requirement in coordination with PBG.
  • Attrition control of customers
  • Achieving MTD and YTD Revenue Targets
  • Operations, Marketing &Processes
  • Increase in wallet share
  • Product Penetration & contribution towards focused product
Certification of IRDA and AMFI is mandatory.

Keyskills :
hnw ncfmcertified portfolio attritioncontrol hniclienthandling sba marketing irda supervision amficertified linesofcredit hnisales retailbranchbanking personalbanking crossselling branchsales advisoryservices relationshipmanagement depos

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