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Branch Relationship Manager

2 months ago

pune, India Mintskill HR Solutions LLP Full time
Job Description
  • 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
  • Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through Process
  • Graduate

Requirements
Banking Sales, Portfolio management, Insurance Sales, CASA

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