Banking
3 weeks ago
**RBL Bank PCRM (Preferred Current Account RM)**
Job Title: PCRM (Preferred Current Account RM)
Overall Goal: Current Account RM will be responsible for
- Acquisition of new Business Entity customers and creating CA Book
- Management of Acquired Current Account customers
- Enhancement of the relationship by cross-selling products and services as per the profile & need of the these current account customers
- Deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers
- Make RBL Bank a primary bank for customer and get maximum wallet share
Key Result / Responsibility Areas:
**Acquisition of Business Entity (Current Account) customers -**
Ø Acquisition of NTB High Value Current Accounts
Ø NTB Acquisition of Current accounts dealing in international Trade
Ø Identify and Acquire New to Bank working capital limit customers with Trade Limits viz Buyers Credit, PCFC, LC,BG etc
Ø Acquire New to Bank customer requiring Assets Limits Business Loans, Cash Management Services & Door Step Banking, API Banking and other allied Current Account services
RM will have to create his own CA book by self-sourcing, Market Visit & Industry & Area Scoping, External References & Leads.
**Portfolio Management -**
- Engage with Acquired customer on regular basis and ensure that Group company and Family customers also bank with RBL Bank
- Regularly interact with the customer to build rapport, customer profiling should be used to set customer level objectives post discussion branch Manager/TL. Customer interaction to be regular updated in system provided.
- Ensure that within each customer group a minimum number of stipulated Income Generating products are sold as per the customers profile and needs. RM to Cross sell appropriate products to the customers and ensure activate usage.
- Enhance Values within each of the customer groups by ensuring that a/cs are activated
- Cross Sell Bank Products for revenue generation and engagement
Ø Basis customer business requirement cross sell products like POS, Payment Gateway, Trade /Forex ( LC /BG/ Remittance /OD), Doorstep Banking Services.
Ø Cross Sell various RBL Bank products like TPP, FD. Credit Card, Loans to customers and related group business/ family
Ø Drive active business transaction through RBL bank account
Ø Should know the customer’s business in order to provide banking and financial solutions
Ø Register customer for various Direct Banking Channels of the bank
**Customer Services**
- Ensure quality customer service is delivered
- Recording complaints as per the specified process
- Resolving all complaints received from portfolio customers within the stipulated TAT’s and ensure appropriate customer communication on closures
- Preventive complaint management by regular interaction with the customers
Target Achievement
- PC- RM will be given a quarterly and yearly target on revenue, product cross sell and book value build up
- Basis the Target the RM will be tracked on regular basis for achievement of the Targets
- CA RM will be evaluated on Portfolio Score Card
- Competencies:_
- Sales and Influencing Skills
- Planning and Organizing Skills
- Communication & Writing skills
- Knowledge of Competition & Current trends in financial Industry.
Preferred Sector: BSFI
Education: Post Graduate
Experience: Above 3 years in a Current Account /Trade
- Forex sales & / or relationship role in any of the sectors mentioned above
Reporting: CA RM will report to Branch Managers
Salary Range: 6 - 8 Lakhs
**Salary**: ₹600,000.00 - ₹850,000.00 per year
**Experience**:
- total work: 5 years (preferred)
Ability to Commute:
- Gurgaon, Haryana (required)
Ability to Relocate:
- Gurgaon, Haryana: Relocate before starting work (required)
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