Relationship Manager for Banking...

Relationship Manager

Managing the banking and investments relationship of BANK FIRST/NRI/Trade clients and responsible for the overall growth of the Liabilities Investment business from the HNI segment

Develop, manage, and expand BANK FIRST/NRI/Trade customer relationships by providing a service level that exceeds client expectations of the most important customer segment.

Identify current and potential relationships with additional revenue potential and grow business

Generating Incremental Business

Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments, etc.

Proactively sell the full range of consumer and commercial products to current and potential BANK FIRST/NRI/Trade Relationships

Increase CASA balance in allocated portfolio either through Deepening or Acquisition

Driving higher product and channel penetration to deepen mapped relationships and increase wallet share with Bank

Customer Engagement

Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

Face to the client and First person Responsible for service and sales satisfaction of mapped clients

Investment Advisory

Financial Planning and Investment Advisory to BANK/NRI/Trade clients

Driving revenue business to generate fee income through products like mutual funds, investments, and insurance

Process and Audit

Ensure all sales activity is recorded online as per the organizational process

Capture and maximize the business opportunity through detailed client profiling as per the organizational process.

LOCATION:Jaipur/Udaipur/Jodhpur/Bikaner

Drop your resume at hr@rojgarconnection.com or call 6377335874

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