Relationship Manager

V Konnect

4 - 9 years

3 - 9 Lacs

ahmedabad gujarat india

Posted:11 hours ago| Platform: Foundit logo

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Skills Required

relationship management customer engagement casa acquisition cross-selling investment advisory mutual funds

Work Mode

On-site

Job Type

Full Time

Job Description

Customer Relationship Management

Manage banking and investment relationships with Yes Premia clients, ensuring growth in liabilities and investment business
Develop and expand relationships by providing service levels that exceed client expectations for the premium segment
Identify high-potential relationships to maximize revenue and customer wallet share

Business Development & Sales

Achieve sales targets across product categories including liabilities, retail assets, business banking, forex, credit cards, and investments
Proactively sell the full suite of consumer and commercial banking products to existing and new customers
Deepen existing relationships or acquire new clients to increase CASA balances and overall portfolio value
Drive cross-sell and upsell of bank products to increase customer penetration and relationship value

Customer Engagement & Service Delivery

Ensure quality engagement with each mapped relationship to maintain desired relationship values
Act as the primary point of contact for mapped clients and ensure timely resolution of service and sales-related issues
Foster long-term loyalty through consistent client interaction and personalized solutions

Investment Advisory & Fee Income Generation

Analyze client financial needs and recommend suitable investment and insurance products with full transparency
Drive fee income by promoting products such as mutual funds, life insurance, general insurance, and structured investments

Compliance & Audit Adherence

Ensure full adherence to internal bank policies and external compliance regulations (RBI, SEBI, AMFI, IRDA, etc.)
Maintain high standards of customer data accuracy, KYC norms, and acquisition protocols

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