Preferred Relationship Manager

We are Hiring for India's Leading Bank

Profile : Preferred RM (Individual Role)

Location : Kolkata

CTC Offered : Upto 10 LPA

Min Exp. : 5 Yrs.

Role & responsibilities

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

Key Skills

• Sales and Influencing Skills
• Banking Product & Process Knowledge
• NRI Product and Regulatory Knowledge
• Planning and Organizing Skills
• Good Communication skills
• Knowledge of Competition & Current trends in financial Industry.
• Exposure to Portfolio Management segment (Preferred)

Interested Candidates can share their CV at preeti.pacehr@gmail.com

Regards

Preeti Yadav

(HR Recruiter)

Pace HR Consulting LLP

9599384032