Priority RM
10 hours ago
Job Description:
RELATIONSHIP MANAGEMENT
- Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.
- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
- Manage the portfolio to de-risk against attrition and achieve stability of book.
- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
- Serve as the one-point contact to the High Net Worth customers of the Bank
SALES
- Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment
- Achieve the Targets set in terms of product mix
- Induction of all new customers brought in by the Branches & Direct Sales team.
- Achieve - best in class- productivity in order to maximize the efficacy of the sales process.
- Achieve the budgeted cross sell targets.
- Aggressive Sales call plans to acquire large prospective customers through referrals.
- Ensure coverage of customer base in accordance with the approved contact plans.
- Coordinate customer events for the cluster along with the product team
SALES MIS
- Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)
- Maintain and update customer information on WMS
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