Relationship Manager First wealth : Leading Bank : Navi Mumbai

Dear Candidate,

Urgent opening with leading bank.

Designation : RM FW

CTC : Upto 13.88 LPA

Location : Navi Mumbai / Mumbai

Job Title - Relationship Manager - First Wealth

Business Unit - Retail Banking

Function -Branch Banking

Job Purpose

-The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk in clients.

.

Roles and Responsibilities

--CASA value build up and new client acquisition.

- Ensure effective client engagement leading to cross sell.

- Increase in Product holding per customer & within mapped portfolio.

- Ensure all the clients engaged are profiled and presented with suitable banking products.

- Be solution oriented and ensure effective on boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & Investment solutions, Retail and SME Loans and

relevant banking programs.

- Ensure monthly operating plan is met to improve scorecard and decile rankings.

- Coordinate with respective relationship managers for closure of  business loans, working capital, POS, CMS, trade transactions generated through client engagement.

- Responsible for creating a customer-focussed approach for quick resolution of all queries and complaints to achieve NPS benchmarks.

Secondary Responsibilities

- List the deliverables other than primary, but essential for the role

- Perform audit and ensure compliance to internal and external regulations and guidelines

- Provide best in-class customer service to all clients to become their primary banker.

Interested candidate can revert back with updated resume on qcnaukri1@gmail.com

Any query can call Shrutika : 022-40697708 / 8369367973