RBB-RM Service
Published date: 2026/11/08
- Location: Jaipur, Rajasthan, India
1. Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
2. Acquire new customers who meet product criteria
3. Regular interaction with the customer to build rapport to understand and update the profile.
4. Enhance the Overall value/book size of the portfolio
5. Maintain the overall quality / hygiene parameters of the portfolio
6. Cross selling products of the bank based on the customer need
7. Joint calls being done along with Supervisor as per defined process
8. Advisory services to be offered based on the requirement in coordination with PBG.
9. Attrition control of customers
10. Achieving MTD and YTD Revenue Targets
B. Operations, Marketing & Processes
1. Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
2. Ensure KYC / AML norms are adhered to at all points of time
3. Ensure that 5-S norms are adhered to...
2. Acquire new customers who meet product criteria
3. Regular interaction with the customer to build rapport to understand and update the profile.
4. Enhance the Overall value/book size of the portfolio
5. Maintain the overall quality / hygiene parameters of the portfolio
6. Cross selling products of the bank based on the customer need
7. Joint calls being done along with Supervisor as per defined process
8. Advisory services to be offered based on the requirement in coordination with PBG.
9. Attrition control of customers
10. Achieving MTD and YTD Revenue Targets
B. Operations, Marketing & Processes
1. Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
2. Ensure KYC / AML norms are adhered to at all points of time
3. Ensure that 5-S norms are adhered to...
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