Relationship Manager

3 - 7 years

4 - 7 Lacs

Durgapur, Burdwan, Kolkata

Posted:2 months ago| Platform: Naukri logo

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Skills Required

RM Casa Sales ERM Wealth Management Portfolio Management BFSI Banking Prm Banking Sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Position Name- Relationship Manager- Exclusive Experience- 4 to 7 Years Job Role- * Responsible for 360 degree management of customer including best etiquette and maintaining the highest form of service quality. * To act as single point of contact for all the queries of customer, manage and maintain the relationship and run it towards increasing trend. * Achieving the targets and drive the sales in the existing to bank customers through cross sell and up sell activities. * Maintain the hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc above the benchmark for the portfolio. *Knowledge in terms of managing the wealth customers and products available with the bank and devise sale strategies. * Monitoring the portfolio of allotted customers, staying in touch with customers and moving the portfolio needle higher both in terms of monetary and product parameters. Max CTC-Min 4 Lacs to 7 Lacs Notice Period- 30 Days to 60 Days Preferable Position Name- Relationship Manager -Premier Experience- 3 to 5 Years Job Role- * Acquire new customers by generating leads from the market and from existing customers. * Achieving PB annual income plan on MTD and YTD basis and driving the sales of the branch for achievement of the Branch target segment/product wise. * Maintain the hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc above the benchmark for the portfolio. * Tracking the quality parameters of the portfolio like eligible customer base, CTG ratio, income product penetration ratio and others * Upgrading customer on the 4 pillar of digital banking like banking transaction, bill payment, shopping, investing and loans. * Migrate customers to digital products like net banking, mobile banking, and inform about digital asset products. * Maintain the list of Active and Inactive customers for both CA & SA and engage with the customers for balance build up and cross sell of bank and third party products. Preferred candidate profile Qualification & Skills: Experience in casa sales preferred Banking Experience required. BFSI experienced candidate can also apply. Applicable for both Male/Female candidates Must be graduate. Candidates currently working . Minimum 3 years experience Max CTC-Min 4 Lacs to 7 Lacs Notice Period- 30 Days to 60 Days Preferable

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Genius Consultants
Genius Consultants

Consulting

N/A

51-200 Employees

275 Jobs

    Key People

  • John Doe

    CEO
  • Jane Smith

    Project Manager

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