Relationship Manager

3 weeks ago


Dwarka India SkillLabs Full time

Job Description New client acquisition - Source new-to-bank (NTB) current account customers for premium or business segments through market visits, industry scoping, and referrals. - Engage in direct customer interaction and canvassing to expand the current account customer base within a designated catchment area. - Explain and sell various current account products and services to prospective business customers. Relationship and portfolio management - Develop and maintain long-term, profitable relationships with existing business clients. - Act as the primary point of contact for customer queries, service issues, and account-related needs. - Deepen existing relationships by cross-selling and upselling other banking products, such as liabilities, investments, insurance, and loans. - Capture and maximize business opportunities through detailed client profiling. Sales and target achievement - Achieve allocated sales targets for new customer acquisition and portfolio growth. - Plan and execute sales tactics, including conducting regular customer meetings and portfolio reviews. - Maintain accurate and timely records of all sales activities and customer interactions using the bank's CRM system.



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