Elite Relationship Manager- Business Banking

4 weeks ago

Mumbai, India Mintskill HR Solutions LLP Full time
  • AcquiringTrade Clients Assets ForexPortfolio management CASA values Sales toportfolio.
  • Acquisitionof Trade Forex CurrentAccount
  • Trade& Forex Bank Guarantee &Remittances
  • Responsiblefor ensuring that current account opening process compliant withKYC guidelines and ensuring all the process comply with the RBIregulations
  • Generatethe revenue for the Bank through remittances and other cross sellproducts
  • Customizingproduct as per the customerrequirements
  • Planthe activities to acquire New Clientacquisition
  • Providingsupport in all the operational activities of thebank
  • Providingsupport to subordinates for acquiring new quality current accounts(valuebuildup)
  • Wealthportfolio and acquiring NTB Relations for Revenuegeneration.
  • Generatingrevenue through cross selling assets and trade forex to all theportfoliocustomers.
  • Facilitatingthe daily transactional needs of the Portfolio client baseincluding retail loan documentation processing deposits retail loanproceeds credit cards demat services transfers payments overdraftsand other routine transactions to enhance customerengagement.
  • Supportingthe sales effort by making sales plan follow up calls schedulingappointments and maintaining and preparing client marketingmaterials.


Requirements
  • Developingand maintaining banking relationships with a select group of highnet worth customers ( Business Banking) throughindividualized customer services
  • MISgeneration
  • Graduate 4 6 years ofexperience AMFI / IRDA
  • Post Graduate2 4 years of experience AMFI /IRDA


Developing and maintaining banking relationships with a selectgroup of high net worth customers ( Business Banking) throughindividualized customer services MIS generation Graduate - 4 -6years of experience AMFI / IRDA Post Graduate - 2 -4 years ofexperience AMFI / IRDA

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