Senior Manager Human Resources at Continental HR Services
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Relationship Manager - Sales - BFSI (6-13 yrs)
Job Purpose :
Responsible for including HNI customers into the Preferred programme 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/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred 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.
Key Responsibility Areas :
Activities :
- 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.
- Attrition control of customers
- 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 individual's workstation
- Increase in wallet share
Interested Candidate Can Share Their Resume Directly to HR Kinza Sadat- 6395396382
