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Relationship Manager

2.00 to 7.00 Years   Mumbai City   06 Apr, 2023
HUNGRY BIRD IT CONSULTING SERVICES PRIVATE LIMITED
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 10 - 20 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaInvestment Banking / M&ASecurities Trading
EmploymentTypeFull-time

Job Description

    Hello Candidate,Greetings from Hungry Bird IT Consulting Services Pvt Ltd !Were hiring Relationship Manager for our client for Mumbai Location.Job Tittle: Preferred Relationship ManagerLocation: Borivali Station East MumbaiQualification: Any GraduateTravel Required: ModerateExperience Required:Minimum experience in years 2 to 6Exposure to Portfolio Management segment (Preferred)Roles and Responsibilities:
    • 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 bank based 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
    • Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc.)
    • Ensure KYC / AML norms are adhered to at all points of time
    • Ensure that 5-S norms are adhered to for individuals workstation
    • Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer
    • Sales to family members and associates (all network)
    • Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached
    • Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.
    • Enhance clients Customer to Group (CTG) level
    • Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.
    • Customer is informed about any regulatory or process change. Keep the customer updated on program features.
    • Ensure timely customer communication on requests and concerns raised.
    • Proactive complaint management through feedback from customers.
    • Promoting all direct banking channels and ensuring that the customer is utilizing the same
    • Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch and the RM is out
    • Ensure smooth transition of handover/takeover of the portfolio
    Educational Qualifications Key Skills(examples listed below)
    • Graduation
    • Post-Graduation
    Certifications:
    • AMFI Certification
    • IRDA Certification
    • NCFM Certification (Optional)
    Skills required:
    • Sales and Influencing Skills
    • Banking Product & Process Knowledge
    • NRI Product and Regulatory Knowledge
    • Planning and Organizing Skills
    • Good Communication skills
    • Knowledge of Competition & Current trends in financial Industry.
    {Interested candidates can share their CV to hidden_email or call me on +hidden_mobile}Please furnish the below mentioned details, that would help us expedite the process.PLEASE MENTION RELEVANT POSITION IN SUBJECT LINE OF THE EMAIL.Example: KRISHNA - HR MANAGER - 7YRS - 20DAYS NOTICE Name: Position applying for: Total experience: Notice period: Current Salary: Expected Salary:Hope to receive response at the earliest.Thanks and RegardsAradhana+91 hidden_mobile

Keyskills :
kycirdancfmoperationscustomer servicecrmrelationship managementhnwbanking product

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