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Relationship Manager CASA : Leading Bank : Navi Mumbai/ Thane / Mumbai

4 - 9 years

5 - 12 Lacs

Navi Mumbai Thane Mumbai (All Areas)

Posted:2 months ago| Platform: Naukri logo

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Skills Required

sales bank wealth Saving Account Product Mix HNI Mutual Funds NRI new business Acquisition Sales Portfolio cross selling Acquisition broking banking securities Wealth Management HNI Sales Relationship Management current account PMS Third Party RM Investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Dear Candidate, Urgent opening with leading bank for RM. Designation : Relationship Manager Peronal Banker / PRM / IRM CTC : Upto 7-15 LPA Location : Across Mumbai Job Purpose : Acquisition of new Preferred customersEnhancement of the relationship by cross-selling products and services asper the profile & need of the customersDeepening the size of the relationshipRetention of the customers by providing the best possible services and beingthe dedicated point of contact for these customers Bank is the primary banker for these Preferred relationshipsMaximum share of wallet of these customers is with Bank Job Requirement : 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 Web-based system/entry form to CPU for flagging and grouping Use FD maturity reports to track maturity of Bank FDs and prevent outflow Use wallet profile to track FDs in other banks and divert them into Bank on maturity Use wallet profile sheet to track accounts and products with other bank and transfer the same Know the customers business to proactively provide financial solutions Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support Penetration of products across family groups.Sales across all product segments-TPP, Assets, Cards etc. Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

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50 Employees

98 Jobs

    Key People

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Relationship Manager CASA : Leading Bank : Navi Mumbai/ Thane / Mumbai

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Navi Mumbai, Thane, Mumbai (All Areas)