Preferred RM/Imperia RM

4 days ago


Kolkata, West Bengal, India Pace Hr Consulting Full time ₹ 6,00,000 - ₹ 12,00,000 per year

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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