
Relationship Manager/Sr RM Premium Branches South Mumbai Leading Bank
3 days ago
Leading Bank Hiring Relationship Manager (SOUTH MUMBAI)
MUMBAI
Interested please call Mahek / and drop your CV at
Overall Goal:
Is responsible for
Acquisition of new Preferred customers
Enhancement of the relationship by cross-selling products and services as
per the profile & need of the customers
Deepening the size of the relationship
Retention of the customers by providing the best possible services and being
the dedicated point of contact for these customers
Bank is the primary banker for these Preferred relationships
Maximum share of wallet of these customers is with Bank
Key Result / Responsibility Areas:
Sales:(Acquiring, Enhancing ,Deepening and Retention)
Acquire new customers who meet product criteria and flag them on the system
o Referrals generated from existing customers
o Leads generated by branch staff & personal leads
o Databases
o Premier Acquisition Channel
Increase liabilities size of relationship via:
o Balances in a/cs of existing customer
o Acquire all related ids of the Primary id and send racing request on
Web-based system/entry form to CPU for flagging and grouping
o Use FD maturity reports to track maturity of Bank FDs and prevent outflow
o Use wallet profile to track FDs in other banks and divert them into Bank on maturity
o Use wallet profile sheet to track accounts and products with other bank and transfer the same
o Know the customers business to proactively provide financial solutions
Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support
Penetration of products across family groups.
Sales across all product segments-TPP, Assets, Cards etc.
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