hireejobs
Register for Job
Hyderabad Jobs
Banglore Jobs
Chennai Jobs
Delhi Jobs
Ahmedabad Jobs
Mumbai Jobs
Pune Jobs
Vijayawada Jobs
Gurgaon Jobs
Noida Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Relationship Manager Wealth

1.00 to 6.00 Years   Kakinada   17 Jan, 2024
BRIGHT IT GLOBAL SOLUTIONS PRIVATE LIMITED Hiring For Relationship Manager Wealth
Job LocationKakinada
EducationNot Mentioned
SalaryRs 1.0 - 3.5 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Current Account RMwill be responsible for
    • Acquisition of new Business Entity customers and creating CA Book
    • Management of Acquired Current Account customers
    • Enhancement of the relationship by cross-selling products and services as per the profile & need of the these current account customers
    • Deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers
    Key Result / Responsibility Areas:Acquisition of Business Entity (Current Account) customers
    • Acquisition of NTB High Value Current Accounts
    • NTB Acquisition of Current accounts dealing in international Trade
    • Identify and Acquire New to Bank working capital limit customers with Trade Limits viz Buyers Credit, PCFC, LC,BG etc
    • Acquire New to Bank customer requiring Assets Limits Business Loans, Cash Management Services & Door Step Banking, API Banking and other allied Current Account services
    RM will have to create his own CA book by self-sourcing, Market Visit & Industry & Area Scoping, External References & Leads.Portfolio Management
    • Engage with Acquired customer on regular basis and ensure that Group company and Family customers also bank
    • Regularly interact with the customer to build rapport, customer profiling should be used to set customer level objectives post discussion branch Manager/TL. Customer interaction to be regular updated in system provided.
    • Ensure that within each customer group a minimum number of stipulated Income Generating products are sold as per the customers profile and needs. RM toCross sell appropriate products to the customers and ensure activate usage.
    • Enhance Values within each of the customer groups by ensuring that a/cs are activated
    • Cross Sell Bank Products for revenue generation and engagement
    • Basis customer business requirement cross sell products like POS , Payment Gateway, Trade /Forex ( LC /BG/ Remittance /OD) , Doorstep Banking Services.
    • Cross Sell various Bank products like TPP, FD. Credit Card, Loans to customers and related group business/ family
    • Drive active business transaction through bank account
    • Should know the customers business in order to provide banking and financial solutions
    • Register customer for various Direct Banking Channels of the bank
    Customer Services
    • Ensure quality customer service is delivered
    • Recording complaints as per the specified process
    • Resolving all complaints received from portfolio customers within the stipulated TATs and ensure appropriate customer communication on closures
    • Preventive complaint management by regular interaction with the customers
    Target Achievement
    • PC- RM will be given a quarterly and yearly target on revenue, product cross sell and book value build up
    • Basis the Target the RM will be tracked on regular basis for achievement of the Targets
    • CA RM will be evaluated on Portfolio Score Card

Keyskills :
hni client handlingwealth managementcurrent accountcross sellingcasaportfolio management

APPLY NOW

Relationship Manager Wealth Related Jobs

© 2019 Hireejobs All Rights Reserved