[Only 24h Left] Relationship Manager

1 week ago

Delhi, India MintSkill HR Solutions Full time

Role Job Title Relationship Manager - Current Account Function Department Branch Banking Job Purpose The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell It would include CASA Build up as per branch targets improving product holding per customer through cross sell of all banking products acquiring new clients and managing the walk-in clients The role entails managing all cash routine transactions for bank customers including fund transfer accepting deposits withdrawals and managing deliverables Roles Responsibilities Primary Responsibilities CASA values build up and new client acquisition Ensure effective client engagement leading to cross sell Increase in Product holding per customer within mapped portfolio Ensure all the clients engaged are profiled and presented with suitable banking products Be solution oriented and ensure effective on-boarding on Mobile Net Banking Bill Pay SIP Insurance Investment solutions Retail and SME Loans and relevant banking programs Ensure monthly operating plan is met to improve scorecard and decile rankings Coordinate with respective relationship managers for closure of business loans working capital POS CMS trade transactions generated through client engagement Responsible for creating a customer-focused approach for quick resolution of all queries and complaints to achieve NPS benchmarks Custodian of the branch vault manage vault limits cash and non-cash transactions Ensure Nil instances of cash shortage or excess at teller counter Updating the key registers regularly and reviewing branch reports like end of day EOD cash position report LTR Instruments issued etc Monitoring of dummy accounts suspense accounts deferred accounts accounts payable receivable reconciliation and maintenance of suspense accounts register as per the required format Ensure strict adherence to the bank policies and compliance Secondary Responsibilities Perform audit and ensure compliance to internal and external regulations and guidelines Provide best in-class customer service to all clients to become their primary banker Requirements Education Qualification Graduation Any Graduate Experience 5 to 10 years of relevant experience in Business Banking Relationship Manager or allied Business

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