Relationship Manager
1 week ago
Relationship Manager - First Wealth Associate
Job Description:As a Relationship Manager - First Wealth Associate, you will play a pivotal role in managing assigned client portfolios to ensure superior service delivery leading to cross-selling. Key responsibilities include building CASA (Current Account Savings Account) deposits as per branch targets, improving product holdings per customer through the cross-selling of banking products, acquiring new clients, and managing walk-in clients.
Key Responsibilities:- Ensure effective client engagement leading to cross-selling.
- Increase 'Product holding per customer' within mapped portfolios.
- Profile clients and present suitable banking products.
- Solution-oriented approach for onboarding clients on mobile/Net banking, bill pay, SIP (Systematic Investment Plan), insurance & investment solutions, retail and SME loans, and relevant banking programs.
- Maintain monthly operating plans to improve scorecards and decile rankings.
- Cordinate with relationship managers for closure of business loans, working capital, POS (Point of Sale) transactions generated through client engagement.
- Quick resolution of queries and complaints to achieve NPS (Net Promoter Score) benchmarks.
The estimated annual salary for this role is ₹12,50,000 - ₹17,00,000 depending on experience and qualifications.
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Senior Portfolio Manager
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Fintech Relationship Manager
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Mumbai, Maharashtra, India HSBC Full timeUnlock New Opportunities with HSBCWe are seeking an experienced professional to join our team as a Senior Relationship Manager. This is a fantastic opportunity to take your career to the next level and unlock new opportunities.About UsHSBC is a global bank that offers a wide range of banking and wealth management services to individuals and businesses. We...
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Customer Relationship Manager
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