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Priority Banking - Relationship Manager for a Leading Bank

2.00 to 3.00 Years   Gurugram   06 Feb, 2024
Acura Solutions
Job LocationGurugram
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    • - Priority Banking Relationship Manager the single point relationship management official of the Bank for the high net worth customers in the Priority Banking Segment of Bank.- A PB RM is primarily responsible for providing financial solutions to the Priority customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.- He/ She is responsible for deepening the existing relationships by cross selling of Banks products and Services/ third party investment products. PB RM also enhances the book through new customer acquisitions.- He/ She is also involved in increasing customer engagement through other non investment products like Forex, Remittances, Loans, etc. to the new and existing customers.- PB RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions.- He/ She also updates Banks internal systems like the Daily activity tracker - DAT, Customer Profiling etc for monitoring, accurate reporting and MIS.

Keyskills :
business developmentmanagementfundportfoliowealth management

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