Senior Relationship Manager
1 month ago
Job Summary:
As a Senior Relationship Manager at Mintskill HR Solutions LLP, you will be responsible for identifying and acquiring high net worth individuals (HNIs) to join our Preferred programme. Your primary goal will be to provide a superior customer experience, enhancing the profitability of the relationship by increasing the relationship size, cross-selling the right products, acquiring family accounts, retaining, and enhancing the relationship.
Key Responsibilities:
Liaise with PB/Preferred RM to flag eligible customers from Classic/Preferred portfolio
Acquire new customers who meet product criteria
Regular interaction with the customer to build rapport, understand, and update the profile
Enhance the overall value/book size of the portfolio
Maintain the overall quality/hygiene parameters of the portfolio
Cross-sell products of the bank based on the customer's need
Joint calls with Supervisor as per defined process
Advisory services to be offered based on the requirement in coordination with PBG
Attrition control of customers
Achieving MTD and YTD Revenue Targets
Requirements:
Graduation/Post-Graduation
AMFI Certification
IRDA Certification
NCFM Certification (Optional)
Sales and Influencing Skills
Banking Product & Process Knowledge
NRI Product and Regulatory Knowledge
Planning and Organizing Skills
Good Communication skills
Knowledge of Competition & Current trends in financial Industry
Experience:
Minimum experience in years – 4 to 10 yr
Exposure to banking preferable
Benefits:
E3 Grade and opportunity to earn around 20 Lac of Performance Linked Incentive
Benefits like Gratuity, Subsidized loan for Home, Vehicle, and Personal are additional benefits apart from Salary
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