Relationship Manager
Published date: 2024/01/10
- Location: Mumbai, , Maharashtra, India
Job Description Sourcing of new TASC and Institutional relationships Onboarding of sourced accounts Cross sell of insurance and retail asset products Sourcing of New Accounts a.
Area mapping of the assigned area for identifying the potential of the area with respect to major institutions I organizations and Government Offices Referral based activity by engaging with the existing TASC customers c.
Achievement of allocated sourcing budget in terms of numbers & value Timely onboarding of new customers to bank by ensuring that deliverables reach the customers Activating transactions in the account Increase wallet-share by cross-selling & up selling b.
Seek the support of Insurance / retail loans / SME loans / other teams for cross selling c. convert CSB accounts as primary accounts of customers .Any other duties and responsibilities, assigned by the Bank
Area mapping of the assigned area for identifying the potential of the area with respect to major institutions I organizations and Government Offices Referral based activity by engaging with the existing TASC customers c.
Achievement of allocated sourcing budget in terms of numbers & value Timely onboarding of new customers to bank by ensuring that deliverables reach the customers Activating transactions in the account Increase wallet-share by cross-selling & up selling b.
Seek the support of Insurance / retail loans / SME loans / other teams for cross selling c. convert CSB accounts as primary accounts of customers .Any other duties and responsibilities, assigned by the Bank
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