Rm Private Banking with An Mnc Bank

1 week ago

New Delhi, India Riverforest Connections Full time

**Key Responsibilities**:
**A. Acquisition**
- Assist HRM in executing successful micro-events for acquisition of new clients
- Acquire new accounts from group companies / family of existing customers
- Acquire new accounts from referrals from existing customers

**B. Relationship Building / Deepening / Cross Sel**l
Ensure consistent growth of the Savings portfolio
- Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book
- Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets
- Implement customer contact programs to ensure his share of wallet with the bank increases
- Close monitoring of average revenue per customer

**C. Retention**
- Ensure top class service delivery to clients to be in line with the best in the industry
- Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances
- Work towards reactivating accounts which have stopped transacting or depleted in balances
- Assist in resolving service hurdles to create a delight situation for customers

**D. Risk Management & Governance**
- Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time
- Provide regular feedback on the changing customer needs to the Product team and Service Quality team
- Optimum usage of Financial Planning Tool
- Any suspicious transaction to be immediately reported to the Area Manager
- Promotion of Alternate Channels

**Skills Required**:
Banking;Cross Selling;Relationship Building

**Location**

Mumbai / New Delhi / Ahmedabad / Chennai / Gurgaon/Gurugram

**Years Of Experience**

3 to 8 Years

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