Relationship Manager Premium Branches South Mumbai Leading Bank

Leading Bank Hiring Relationship Manager (SOUTH MUMBAI)

MUMBAI

Interested please call Mahek 9137263337 and drop your CV at quotientconsultancy@gmail.com

Overall Goal:

Is responsible for

Acquisition of new Preferred customers

Enhancement of the relationship by cross-selling products and services as per the profile & need of the customers

Deepening the size of the relationship

Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers

Bank is the primary banker for these Preferred relationships

Maximum share of wallet of these customers is with Bank

Key Result / Responsibility Areas:

Sales:(Acquiring, Enhancing ,Deepening and Retention)

Acquire new customers who meet product criteria and flag them on the system

o Referrals generated from existing customers

o Leads generated by branch staff & personal leads

o Databases

o Premier Acquisition Channel

Increase liabilities size of relationship via:

o Balances in a/cs of existing customer

o Acquire all related ids of the Primary id and send racing request on

Web-based system/entry form to CPU for flagging and grouping

o Use FD maturity reports to track maturity of Bank FDs and prevent outflow

o Use wallet profile to track FDs in other banks and divert them into Bank on maturity

o Use wallet profile sheet to track accounts and products with other bank and transfer the same

o 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.