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Synergy Plus
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Relationship Manager

Relationship Manager

Synergy Plus

2 years

0 Lacs

ernakulam kerala india

Posted:3 days ago| Platform:

Apply

Skills Required

management portfolio portfolios profiling mapping sourcing engagement sip certifications training mobile payments retention

Work Mode

On-site

Job Type

Full Time

Job Description

Dear Candidate,

Were Hiring: Relationship Manager HNI Client Handling | Leading Private Bank

Position:

Relationship Manager

Grade:

AM/DM

Experience Required:

2+ Years in CASA, Relationship Management Portfolio Handling

Location:

Delhi/NCR, Pune, Chennai, Bangalore

Role Overview

We are looking for an experienced

Relationship Manager (Branch Banking)

portfolios management for a reputed

private sector bank

. The ideal candidate will be responsible for delivering customized financial solutions, growing the liability and investment book.

Key Responsibilities

1 Portfolio Management regularly contacting and meeting portfolio clients. Profiling the clients and cross selling various products 2 A cquiring new relationships through references and catchment mapping 3 Sourcing Family a/cs to strengthe n and enhance the relationship 4 Cross selling various engagement products- FD, RD, SIP, Locker, debit and credit cards ad this is an entry level segment 5 D eepening of Portfo lio by cross selling various revenue products like Assets, TPP and Liabilities 6 Ensuring the customers are meeting the criteria for relationships sourcing quality a/cs 7 Achieving CASA and Total Deposit targets set for the RM 8 Fee Revenue Fee revenue targets to be met by cross selling multiple product lines to all customers 9 Mandatory certifications (AMFI and IRDA) and other internal training modules to be completed 10 Channel penetration like netbanking, mobile banking, Bill payments ,

Overall Goal: Current Account RMwill be responsible for

Acquisition of new Business Entity customers and creating CA Book
Management of Acquired Current Account customers
Enhancement of the relationship by cross-selling products and services as per the profile amp; need of the these current account customers
Deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers

How To Apply

Send your updated resume to:

recruiter4.spbcgroup@gmail.com

Contact Hemlata at 9315128588

for more information.

Join a dynamic team and take the next step in your career!

This job is provided by Shine.com

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