Assistant Relation Manager

4 months ago

unnao, India Easy Rojgar Full time

Interview of PNBmetlife

 Interview Start

Time : 3:00pm - 5:00pm

Sales Insurance to Bank Customers in Bank

Attend with Formal Dress and Update Resume

  • Supervise the development of credit applications and monitor a portfolio of the individual unit.
  • Coordinate with finance global network and other departments and ensure effective performance.
  • Supervise allotted account portfolios and ensure excellent customer service and assist in minimizing financial risk.
  • Prepare management reports for various industry studies and identify appropriate market opportunities.
  • Analyze all business objectives and ensure achievement of all product mix for all relationships with customers.
  • Analyze client's requirements and manage all client communication and counseling for customers and prepare required documentation.
  • Participate in sales planning initiatives and design appropriate relationship plans to generate new business through out-marketing calls, promotions, and presentations.
  • Administer all work and ensure compliance with all guidelines, sales processes and standards to ensure effective inspections.
  • Provide excellent customer service and assist to open new accounts for clients and maintain necessary documents for all operations and maintain effective relationships with clients.
  • Assist bankers to arrange credit facilities, participate in a client meetings and prepare marketing materials for new clients and prospective clients.


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