Senior Client Relationship Professional

2 weeks ago


Noida Gurgaon Gurugram, India beBeeClientRelationshipManager Full time ₹ 1,04,000 - ₹ 1,30,878

Key Responsibilities:

  • Acquire high-value Current Account (CA) relationships from existing and new clients within the group
  • Increase Customer to Group (CTG) and Product to Group (PTG) ratios through deepening and upselling
  • Maintain strong client servicing standards to ensure high retention and satisfaction
  • Drive New-to-Bank (NTB) acquisition through referrals and targeted prospecting

Revenue Growth & Product Sales:

  • Generate fee income from Trade Forex, Retail Banking, and Business Banking segments
  • Cross-sell wealth management products including Mutual Funds (MF), Life Insurance (LI), General Insurance (GI), Credit Cards (CC), Lockers, and Y-SEC
  • Focus on meeting goal sheet targets related to CASA value growth, TFX income, CMS, BB, NTB acquisition, and other product categories

Product Expertise & Service Delivery:

  • Demonstrate a thorough understanding of transactional and commercial banking products
  • Provide tailored banking solutions such as Trade Forex, CMS, POS, Payment Gateway, Doorstep Banking, and Working Capital
  • Deliver superior sales and service processes for premier CA clients and share feedback with the team for enhancement
  • Ensure a differentiated and seamless customer experience that aligns with the bank's value proposition

Business Acumen & Risk Awareness:

  • Maintain detailed knowledge of clients' business nature and models to identify opportunities and risks
  • Position banking solutions in alignment with customers' key business requirements and challenges
  • Ensure maintenance of minimum business thresholds and continuous monitoring of customer engagement

Collaboration & Team Work:

  • Work effectively in a cross-functional team environment to achieve shared goals
  • Coordinate with internal stakeholders for efficient service delivery and business development


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