Manager at TRS Consulting Solution
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Relationship Manager/Senior Relationship Manager - Sales - Bank (1-20 yrs)
Overall Goal:
Is responsible for
- Acquisition of new Preferred customers
- Enhancement of the relationship by cross-selling products and services as per the profile & need of the customers
- Deepening the size of the relationship
- Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers
- Bank is the primary banker for these Preferred relationships
- Maximum share of wallet of these customers is with Bank
Key Result / Responsibility Areas :
Sales:(Acquiring, Enhancing, Deepening and Retention)
- Acquire new customers who meet product criteria and flag them on the system
- Referrals generated from existing customers
- Leads generated by branch staff & personal leads
Databases
- Premier Acquisition Channel
- Increase liabilities size of relationship via:
- Balances in a/cs of existing customer
- Acquire all related ids of the Primary id and send racing request on
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