Dedicated Relationship Manager

6 days ago


Delhi, Delhi, India beBeeCustomerEngagement Full time ₹ 90,00,000 - ₹ 1,40,00,000

Job Category: Transaction Banking Group

About the Position:

We are seeking an accomplished Customer Engagement Specialist to join our organization in Delhi, India. As a key team member, you will be responsible for customer engagement and relationship management on a mapped portfolio of 2-3 branches with approximately 1000 to 1500 clients.

Main Responsibilities:
  • Cross-selling Asset products such as HL, LAP, CL, PL, GL, WC, CV, Liability products CA, SA, TD, and Third Party Investment Products LI, GI, Trinity, MF.
  • Deepening of CA, SA, and TD relationships through meetings and conversions on leads from VRM and CEC.
  • Collaborating closely with respective teams on LI, GI, KSEC, IC, and Asset team for timely conversion of business.
  • Ensuring client loyalty and category upgrade.
  • Aquisition, X-sell of business, and Service activations to existing clients.
  • Explaining all bank facilities through demonstrations both online and offline.
Requirements:
  • Degree in any field with at least 1 year experience in banking finance.
  • Energetic, confident, and go-getter mindset.

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