Relationship Manager
3 weeks ago
Job Purpose
- Responsible for the portfolio being handled so as to build effective relationship with the classic customers by regularly contacting the customers.
- Establish contacts with the customer as per the contact cycle.
- Identifying the opportunities in the portfolio to enhance the portfolio.
- Meet the portfolio objectives like cross-sell, income, quality parameters and regular service interactions.
- Income achievement/Revenue Generation :
- Meet the income or revenue target set for the portfolio being handled.
- Identify the opportunities available in the portfolio.
- Meet the income or revenue target set for the portfolio being handled.
- Contactability :
- Contact the customers as per the defined target and plan.
- Establish contact with the customer on all the triggers, birthday calls, service calls to make effective conversation.
- Contact the customers as per the defined target and plan.
- Service Quality :
- Effective interaction or communication to be done with customer.
- Every conversation made to the customer to be properly updated in the CRM Next with complete details.
- Work on the feedback shared with by the supervisor /unit manager/training manager on the quality of conversation or interaction.
- Prepare and use narratives during the conversation made to the customers.
- Effective interaction or communication to be done with customer.
- Sales
- Identify the opportunities in the portfolio and close on the opportunities.
- Meet the targets of the defined products given
- Follow up on the leads generated towards closure
- Identify the opportunities in the portfolio and close on the opportunities.
- Audit and compliance
- Adhere to all the laid down processes set.
- Follow all the guidelines as defined and comply with the processes set.
- Adhere to all the laid down processes set.
Requirements Qualification : Graduate
Key Skills
- Customer handling skills
- Communication skills
- Conversation Skills
- Banking Product and Process Knowledge
- Selling Skills
Benefits
Requirements
Qualification : Graduate Key Skills Customer handling skills Communication skills Conversation Skills Banking Product and Process Knowledge Selling Skills
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