Position Requirements : To achieve monthly targets across KPIs, CA, SA, TD, Wealth products both on numbers and values. Grow liabilities book (CA, SA, TD) of mapped portfolio at client/family level through regular client meetings and update CRM meetings daily Ensure portfolio quality at client/family level by engaging with client to maintain required product/program balances Increase family banking penetration of mapped portfolio and improve customers to group ratio. Increase income product holding and group income product holding of the mapped portfolio through cross-sell & up-sell Acquire new HNI customers for the bank, ensure smooth on-boarding and relationship growth through constant engagement Qualification: Graduate/ Post Graduate Work Experience: 3-6 year Job Location:Bapuji Nagar, Bhubaneshwar
Relationship Manager/Relationship Executive: Responsible for achievement of business Targets in the assigned Branch, Develop and maintain business relationships with other support teams Leverage the existing JC/Branch relationships to promote and source the Housing loans/LAP business Maintain customer relationship post the disbursement to ensure customer satisfaction and long relationship with the Bank. Maintain 100% non-delinquency in assigned branch, Support the collections team on any delinquencies on the branch portfolio. Demonstrate initiative and creativity. Regular Campaigning for Promotion and Marketing of JSFB offering across the mapped JCs/Branches Liaison with DSA/Connectors/Vendors for enhanced business Support. Developing & implementing Marketing/Sales strategies by analysing Market & competitors to grow Bank customer base Training our Polies & products to DSA/Connectors to bring Quality proposals which Fits as per Bank Policy. Achieving Cross sell Targets assigned. Education : Any graduate Salary range: 02 lacs- 04 lacs per annum(+ Variables + Mediclaim) Preferred profile: HL,LAP,Mortgages & Micro LAP (MFI Background candidate can also apply)
Position Requirements: Qualification: Graduate/ Post Graduate Work Experience: 3+ years Job Description: Individual Role To achieve monthly targets across KPIs, CA, SA, TD, Wealth products both on numbers and values. Grow liabilities book (CA, SA, TD) of mapped portfolio at client/family level through regular client meetings and update CRM meetings daily. Ensure portfolio quality at client/family level by engaging with client to maintain required product/program balances. Increase family banking penetration of mapped portfolio and improve customers to group ratio. Increase income product holding and group income product holding of the mapped portfolio through cross-sell &up-sell. Acquire new HNI customers for the bank, ensure smooth on-boarding and relationship growth through constant engagement. Generate revenue for the bank by offering various products and services to customers. Build strong customer referral model from mapped portfolio to add more NTB customer for the bank. Comply with all regulatory requirements and bank policies. Effectively handle customer complaints, escalations if any. Collaboratively work with all stakeholders to deliver the role expectations. Responsible for 360 degree management of customer including best etiquette and maintaining the highest form of service quality. To clear all certification requirements like AMFI/IRDA and other mandatory certifications. Maintain the hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc. above the benchmark for the portfolio. To act as single point of contact for all the queries of customer, manage and maintain the relationship and run it towards increasing trend. Establish and foster relationships with mapped customers and potential new customers. Knowledge in terms of managing the wealth customers and products available with the bank and devise sale strategies. Required Candidate Profile: Candidate with Banking background. Graduate is must. Stability is mandatory.