Premier Relationship Manager

3 days ago

Bengaluru, Karnataka, India JANA SMALL FINANCE BANK Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Walk-in Drive Address: on 6th NOV(Tomorrow) #Jana Small Finance Bank, 140L, HSR Layout, 5th Main, 6th Sector, Bangalore

Job Description: Individual Role

  • To achieve monthly targets across KPIs, CA, SA, TD, Wealth products both on numbers and values.
  • Grow liabilities book (CA, SA, TD) of mapped portfolio at client/family level through regular client meetings and update CRM meetings daily.

  • Ensure portfolio quality at client/family level by engaging with client to maintain required product/program balances.

  • Increase family banking penetration of mapped portfolio and improve customers to group ratio.

  • Increase income product holding and group income product holding of the mapped portfolio through cross-sell &up-sell.
  • Acquire new HNI customers for the bank, ensure smooth on-boarding and relationship growth through constant engagement.
  • Generate revenue for the bank by offering various products and services to customers.
  • Build strong customer referral model from mapped portfolio to add more NTB customer for the bank.
  • Comply with all regulatory requirements and bank policies.
  • Effectively handle customer complaints, escalations if any.
  • Collaboratively work with all stakeholders to deliver the role expectations.
  • Responsible for 360 degree management of customer including best etiquette and maintaining the highest form of service quality.
  • To clear all certification requirements like AMFI/IRDA and other mandatory certifications.
  • Maintain the hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc. above the benchmark for the portfolio.
  • To act as single point of contact for all the queries of customer, manage and maintain the relationship and run it towards increasing trend.
  • Establish and foster relationships with mapped customers and potential new customers.
  • Knowledge in terms of managing the wealth customers and products available with the bank and devise sale strategies.

Required Candidate Profile:

 Candidate with Banking background.

 Graduate is must.

 Stability is mandatory

If interested, kindly send your updated CV to

Job Type: Full-time

Pay: Up to ₹800,000.00 per year

Benefits:

  • Health insurance
  • Provident Fund

Application Question(s):

  • Do you have reauired experience?
  • Are you comfortable to attend the walkin interview tomorrow?

Education:

  • Bachelor's (Preferred)

Experience:

  • CASA, HNI, TD Banking: 3 years (Preferred)

Work Location: In person

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