pam at Openmind HR Solutions Pvt. Ltd
Views:7 Applications:2 Rec. Actions:Recruiter Actions:1
Portfolio Relationship Manager - Bank (1-2 yrs)
- Identify potential catchment areas to acquire HNI/Affluent liabilities customers for Equitas Bank.
- To do marketing activities and generate leads for acquiring HNI/Affluent customers.
- Build a database of customer leads through references.
- Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits.
- Communicate clearly to customers on the requirements for various types of products, services, documents to be provided to the bank.
- Also clearly explain the customer on required balances/deposits to be maintained to avail various products and services.
- Ensure that all customer documents are verified with originals and are handled with care and confidentiality.
- Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank.
- Maintain continuous communication with customers on the status of their account opening process.
- Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements - for example, relevant loan products, investment products etc.
- Build reference network from newly signed up customers for potential leads.
- Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor
