Relationship Manager- Current Account (Manager)
Published date: 2024/01/10
- Location: Gurgaon, Haryana, India
• Acquire new to bank Current Account by providing corporate banking solutions while maintaining high service standards.
• Maintain complete customer profile including the risk profile, demographics and assets in the bank.
• Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS etc.
• Deepen the existing relationships by providing them Corporate solutions like Trade & Forex, CMS & SME Loans.
• Identify potential customers who can be sold tailored products to enhance product penetration.
• Acquire new customers by converting referral leads.
• Achieve targets as assigned by the organization on a monthly basis.
• Record and track all engagement activities through the CRM system.
• Coordinate with Service Team to resolve any issue raised by the client.
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
• Maintain complete customer profile including the risk profile, demographics and assets in the bank.
• Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS etc.
• Deepen the existing relationships by providing them Corporate solutions like Trade & Forex, CMS & SME Loans.
• Identify potential customers who can be sold tailored products to enhance product penetration.
• Acquire new customers by converting referral leads.
• Achieve targets as assigned by the organization on a monthly basis.
• Record and track all engagement activities through the CRM system.
• Coordinate with Service Team to resolve any issue raised by the client.
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
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