Recruiter at TekPillar Services Pvt Ltd
Views:16 Applications:5 Rec. Actions:Recruiter Actions:0
Direct Relationship Manager - BFSI (2-5 yrs)
Roles and Responsibilities :
- The banking relationship manager serves as the bank's single point of contact for high-net-worth clients in the Priority Banking Division.
- Is principally in charge of ensuring value-added services and offering financial solutions to Priority customers.
- He or she bears the responsibility of expanding the liabilities size of the relationship through the balances in the accounts of current clients and improving the profitability of the clientele by gaining a greater portion of the wallet.
- Through the cross-selling of the bank's services and products as well as third-party investment products, he or she is in charge of strengthening the current relationships. Additionally, PB RM improves the book by bringing in new clients.
- Along with other non-investment products, he or she also helps to increase customer engagement by offering loans, forex, remittances, and other services to both new and current clients.
