Job openings for relationship manager in ahmedabad mumbai hyderabad

Relationship Manager Priority Banking (Full Time)

Ahmedabad, Mumbai, Hyderabad

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Job Description :
- Priority Banking Relationship Manager the single point relationship management official of the Bank for the high net worth customers in the Priority Banking Segment of Bank.
- A PB RM is primarily responsible for providing financial solutions to the Priority customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.
- He/ She is responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. PB RM also enhances the book through new customer acquisitions.
- He/ She is also involved in increasing customer engagement through other non investment products like Forex, Remittances, Loans, etc. to the new and existing customers.
- PB RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions.
- He/ She also updates Bank's internal systems like the Daily activity tracker - DAT, Customer Profiling etc. for monitoring, accurate reporting and MIS.

Key Result Areas :
- Achieve % Cumulative Daily Average Balance - CDAB Deepening in Mapped Existing To Bank - ETB Book
- Achieve the New to Bank - NTB CDAB Target from self-sourced accounts across all schemes
- Achievement of New Priority Customer ID Acquisition Target
- Achievement of the Points Target from Life Insurance - LI, General Insurance - GI, Mutual Funds - MF, Gold, Axis Direct and Alternate Products
- Achievement of points target from Non-Life Insurance - LI IPG Points
- Other Cross Sell Points - through Loans, Fixed Deposit - FD, Forex, Cards, Remittances, etc.
- Improve Customer Activation % by sale of defined hooks in the mapped portfolio
- Customer Feedback Score

Experience 4 - 8 Years
Salary 10 Lac To 18 Lac P.A.
Industry Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification Other Bachelor Degree
Key Skills Customer Relationship Priority Banking Cross Selling Team Coordinator Product Marketing walk in


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