Relationship Manager
Published date: 2024/01/10
- Location: Jaipur, Rajasthan, India
Job Role: Sr. Relationship Manager - Branch Banking
Job Purpose
To engage and build up relationship with the priority customers for retention, upsell, cross sell and referrals to achieve overall growth of the portfolio and revenue of the Branch. (Acquire new business for the branch)
Functional Responsibilities
Engage with the mapped customers for converting the account as the primary account of the customer. and maximizing revenue from the customer
Act as a financial facilitator to the customer
Ensure activation of alternate channel facilities and other value added services for Relationship Customers
Regularly analyze the account transactions, understand needs and assist to fulfill the banking needs of the customer.
Ensure customer retention through constant engagement and personalized services.
Be responsible for timely resolution of customer queries and complaints.
Source new to bank relationships through referrals and market combing.
Upsell and cross-sell TPP for maximizing revenue generation for the Bank
Job Purpose
To engage and build up relationship with the priority customers for retention, upsell, cross sell and referrals to achieve overall growth of the portfolio and revenue of the Branch. (Acquire new business for the branch)
Functional Responsibilities
Engage with the mapped customers for converting the account as the primary account of the customer. and maximizing revenue from the customer
Act as a financial facilitator to the customer
Ensure activation of alternate channel facilities and other value added services for Relationship Customers
Regularly analyze the account transactions, understand needs and assist to fulfill the banking needs of the customer.
Ensure customer retention through constant engagement and personalized services.
Be responsible for timely resolution of customer queries and complaints.
Source new to bank relationships through referrals and market combing.
Upsell and cross-sell TPP for maximizing revenue generation for the Bank
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