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 RM will 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 && 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!
Dear Candidate, Were Hiring: Relationship Manager CASA | Leading Private Bank Position: Relationship Manager CASA Grade: AM/DM Experience Required: 2+ Years in CASA, 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 Acquiring new relationships through references and catchment mapping 3 Sourcing Family a/cs to strengthen 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 Deepening of Portfolio by cross selling various revenue products like Assets, TPP and Liabilities 6 Ensuring the customers are meeting the criteria for Aspire 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 , SI registrations and ASBA setup 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!
Dear Candidate, Were Hiring: Relationship Manager CASA | Leading Private Bank Position: Relationship Manager CASA Grade: AM/DM Experience Required: 2+ Years in CASA, Role Overview: We are looking for an experienced Relationship Manager 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 CASA Acquisition 2 Acquiring new relationships through references and catchment mapping 3 Sourcing Family a/cs to strengthen 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 Deepening of Portfolio by cross selling various revenue products like Assets, TPP and Liabilities 6 Ensuring the customers are meeting the criteria for Aspire 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 , SI registrations and ASBA setup 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!
Customer acquisition: Source and open new current and savings accounts for individuals, professionals, and businesses. Corporate outreach: Specifically target and acquire salary accounts from corporates. Account activation: Ensure new accounts are activated by facilitating tasks like Upi linkage, maintaining a minimum balance, and growing savings balances. Product cross-selling: Increase the "wallet share" of banking products by cross-selling other financial solutions such as insurance, mortgages, and investment products. Client relationship management: Build and maintain strong relationships with new and existing clients, ensuring customer satisfaction and retention. Sales and marketing: Conduct field visits, low-cost micro-marketing activities, and participate in corporate events to generate leads and meet sales targets. Internal collaboration: Work with internal teams to leverage existing relationships and resolve client issues. interested one pls share your resume on recruiter.spbcgroup@gmail.com