Relationship Manager - Branch Banking (delhi) Job in Skilllabs

Relationship Manager - Branch Banking (delhi)

Skilllabs 4+ weeks ago

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Job Summary

HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)
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.
Achieving MTD and YTD Revenue Targets.
Operations, Marketing & Processes
Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
Ensure KYC / AML norms are adhered to at all points of time
Ensure that 5-S norms are adhered to for individuals workstation
Increase in wallet share

Experience Required :

7 to 10 Years

Vacancy :

2 - 4 Hires

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