Preferred Relationship Manager

5 days ago

Kolkata, India Pace Hr Consulting Full time

Role & 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

If interested kindly share your updated CV

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