Elite Relationship Manager

3 weeks ago


pune, India Mintskill HR Solutions LLP Full time
  • To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
  • Liability Product selling, education on product features
  • Acquire new customers through referrals from existing 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 Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
  • Joint calls being done along with Supervisor as per defined process
  • Advisory services to be offered based on the customers requirement.
  • Attrition control of customers
  • Achieving MTD and YTD Revenue Targets
  • Achievement of income plans and other benchmarks within portfolio

Requirements
  • Graduate preferably Management Graduate. 
  • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
  • MIS generation.



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