Preferred Relationship Manager
1 week ago
Role & responsibilities
- Liaising with PB/ Preferred RM to flag eligible
customers form Classic/ Preferred portfolio
- Acquire new customers who meet product criteria
- Regular interaction with the customer to build
rapport to understand and update the profile.
- Enhance the Overall value/book size of the
portfolio
- Maintain the overall quality / hygiene parameters
of the portfolio
- Cross selling products of the bank based on the
customer need
- Joint calls being done along 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
If interested kindly share your updated CV
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