Relationship Manager

4.0 - 9.0 years

4.0 - 7.5 Lacs P.A.

Jalandhar, Ludhiana, Amritsar

Posted:1 week ago| Platform: Naukri logo

AI Match Score
Apply Now

Skills Required

Portfolio Management

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities Provide financial solutions to the Priority customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

RecommendedJobs for You

Kochi/ Cochin, Kasargode, Malappuram, Wayanad, Alleppey, Thrissur/ Trichur, Muvattupuzha, Aluva, Idukki

Kochi/ Cochin, Kasargode, Kannur, Malappuram, Wayanad, Palakkad, Thrissur/ Trichur, Muvattupuzha, Calicut/ Kozhikode

New Delhi, Gurugram, Delhi / NCR