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Relationship Manager

4 months ago

Ahmedabad, India Mintskill HR Solutions LLP Full time
JobPurpose:
Tounderstand and offer services and products of the bank to corporatesalary customers and ensure that all the processes as laid out bythe bank are followed properly without any deviations under theguidance and supervision of the supervisor as per the expectationsof the bank and its constituents

JobResponsibilities:
Acquisition
  • Togenerate new corporate relationship (COCOs)
  • Toconduct regular activities in corporates /ATM s for leadgeneration
  • Togenerate cross sales of various liability/assetproducts
  • Acquiringnew customers who meet product criteria
Marketpenetration:
  • Toincrease salary penetration of bank s share in corporates havingmultiple bankingrelationships
  • Deepeningof the salary relationship new account acquisition and value buildup in existingaccounts
Customerservice:
  • Tounderstand the offer/arrangement made to the Corporate by thebank
  • Toidentify and resolve service issues of theCorporate
  • Toensure that all accounts signed up with the corporate gets salarycredits
  • Servicingall financial needs of the flaggedcustomer
Customerengagement:
  • Ensureeach corporate has positiveprofitability
  • Ensurecontact with key people at thecorporate
  • 100%Portfolio Corporates to be visited in person in every 2 months.
CrossSales:
  • Sellingall products to the relationship core and crosssell
Operations&Digitalisation:
  • Tomaintain call reports and MIS asrequired
  • Ensurethat all corporates are migrated on to Enet salary uploadsystem
KeySkills:
  • CorporateSales and InfluencingSkills
  • Excellentskill in RelationshipManagement
  • BankingProduct & ProcessKnowledge
  • Planningand OrganizingSkills
  • Communication
  • Knowledgeof Competition & Current trends in financialIndustry.
  • Goodknowledge of liability and third party Products like Mutual FundandInsurance


Requirements

Graduation/PostGraduation


Certifications:

  • NISMCertificationVA

  • IRDACertification

  • NCFMCertification(Optional)

  • CAIIB(Optional)

  • InternalCertification

  • GIcertification


ExperienceRequired:
  • Minimumexperience in years 3yr
  • Exposureto related field


Graduation / Post-Graduation Certifications: NISM Certification V-AIRDA Certification NCFM Certification (Optional) CAIIB (Optional)Internal Certification GI certification Experience Required:Minimum experience in years 3 yr Exposure to the relatedfield