Relationship Manager - HNI Br.

Karur Vysya Bank

3 - 8 years

1 - 5 Lacs

bhopal tumkur amritsar

Posted:18 hours ago| Platform:

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Skills Required

hni casa business development cross selling sales retail retail branch banking branch management branch operations retail liabilities relationship management tpp compliance liabilities mf hni client handling acquisition wealth management relationship branch banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a dedicated and qualified professional to join our organization in the role outlined below. This position offers an opportunity to contribute to our mission while developing your skills in a collaborative environment.

Achieving sales targets through direct efforts and by identifying sales opportunities for the CASA products by acquiring New to bank customers and building new relationships
Achieving acquisition and deepening value targets
Sourcing various liabilities products such as RD, TD MF, LI etc
Deepen and grow the balances of mapped book to increase total relationship value (TRV).
Develop strong and sustainable customer relationships and increase product per customer.
Be the first point of contact for mapped customers for all their banking needs.
Meaningful engagement with mapped book customers for Digital channel adoption.
Generate & Maintain database of HNI customers.
Cross-sell retail, other banking and TPP products to mapped and other customers.
Compliance of Regulations and Process Adherence

Roles and Responsibilities

Achieving sales targets through direct efforts and by identifying sales opportunities for the CASA products by acquiring New to bank customers and building new relationships
Achieving acquisition and deepening value targets
Sourcing various liabilities products such as RD, TD MF, LI etc
Deepen and grow the balances of mapped book to increase total relationship value (TRV).
Develop strong and sustainable customer relationships and increase product per customer.
Be the first point of contact for mapped customers for all their banking needs.
Meaningful engagement with mapped book customers for Digital channel adoption.
Generate & Maintain database of HNI customers.
Cross-sell retail, other banking and TPP products to mapped and other customers.
Compliance of Regulations and Process Adherence

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