RELATIONSHIP MANAGER
Published date: 2024/01/10
- Location: Jodhpur, Rajasthan, India
Job Description :
Job Summary To acquire new quality customers and cross sell various products as desired by the Bank from time to time To ensure accurate, timely and error free processing of customer service requests To overcome problems using guidelines and escalate with expediency, when necessary.
To ensure the best visual impact of the branches on customers Core Responsibility - To create strong relationships with the customers by following twin approach of ESQ and regular engagements through fulfilling service requests Detailed Responsibilities a) Live out ESQ culture by leading on customer engagements b) Map the Neighbourhood with customer segmentation across Current Accounts (Ex.
DBSA), Savings Account, Trade, Assets, Trusts, Govt. Institutions, Other Institutions etc. Create ready wishlist of 100 customers within the neighbourhood c) Regularly train herself / himself by using LUMOS and expertise of product managers and certify oneself on all regulatory certifications d Ensure Key Products and Processes are known (FATCA, AML, KYC and all product fulfilment related) e) Has an effective sales culture through implementing eDSR by focussing on creating excellent customer service standards.
f) Meet the budgeted financial targets - every quarter To constantly endeavor to improve existing customer relationships and involve in Sales to deepen the same To generate fee revenue for the Bank with the help of Insurance, Mutual fund, Trade finance business, etc .
Other duties may be assigned from time to time as desired by the Bank Desired skills and competencies 1. Relationship management orientation with strong communication skills 2.
Ability to communicate to diverse profiles of customers 3. Ability to develop DCB franchise - acumen 4. Have the ability to understand the positive impact of ESQ on employees / customers
Job Summary To acquire new quality customers and cross sell various products as desired by the Bank from time to time To ensure accurate, timely and error free processing of customer service requests To overcome problems using guidelines and escalate with expediency, when necessary.
To ensure the best visual impact of the branches on customers Core Responsibility - To create strong relationships with the customers by following twin approach of ESQ and regular engagements through fulfilling service requests Detailed Responsibilities a) Live out ESQ culture by leading on customer engagements b) Map the Neighbourhood with customer segmentation across Current Accounts (Ex.
DBSA), Savings Account, Trade, Assets, Trusts, Govt. Institutions, Other Institutions etc. Create ready wishlist of 100 customers within the neighbourhood c) Regularly train herself / himself by using LUMOS and expertise of product managers and certify oneself on all regulatory certifications d Ensure Key Products and Processes are known (FATCA, AML, KYC and all product fulfilment related) e) Has an effective sales culture through implementing eDSR by focussing on creating excellent customer service standards.
f) Meet the budgeted financial targets - every quarter To constantly endeavor to improve existing customer relationships and involve in Sales to deepen the same To generate fee revenue for the Bank with the help of Insurance, Mutual fund, Trade finance business, etc .
Other duties may be assigned from time to time as desired by the Bank Desired skills and competencies 1. Relationship management orientation with strong communication skills 2.
Ability to communicate to diverse profiles of customers 3. Ability to develop DCB franchise - acumen 4. Have the ability to understand the positive impact of ESQ on employees / customers
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