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27/01 Pooja
Recruiter at Mintskill HR Solutions LLP

Views:3 Applications:4 Rec. Actions:Recruiter Actions:2

Relationship Manager - Sales - Bank (3-10 yrs)

Delhi NCR Job Code: 361458

Responsible for including HNI customers into the Imperia program and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships.

To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.

Job Responsibilities:

- 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.

- Attrition control of customers

- Achieving MTD and YTD Revenue Targets

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