Relationship Manager-PRIME VISHWAAS-Sales
Published date: 2024/01/10
- Location: Uttarakhand, Haldwani,, India
To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.
Quality of advice given to customers as determined by customers and supervisor.
Speed and efficiency of service given.
Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products.
Enhancement of customer value.
Cross-sale of assets products.
Back-up to relationship managers holding HNI relationships.
Ensure low attrition ratios.
Customer acquisition through referrals from existing customers.
Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks.
Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.
Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered
Quality of advice given to customers as determined by customers and supervisor.
Speed and efficiency of service given.
Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products.
Enhancement of customer value.
Cross-sale of assets products.
Back-up to relationship managers holding HNI relationships.
Ensure low attrition ratios.
Customer acquisition through referrals from existing customers.
Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks.
Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.
Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered
0 page views
Related listings
-
Infor EAMBankApply on LinkedIn Infor EAM Tata Consultancy Services Pune, Maharashtra Apply on LinkedIn 24 hours agoFull–time TCS has been a great pioneer in feeding the fire of Young Techies like you. We are a global leader in the technology arena and there's not...2026/11/10
-
Relationship ManagerBankIn the above context, the RMrole is responsible to supervise the business delivery under Banca team and Tie Ups& primarily grow the business with profits, Channel Management - Managing Banks, NBFCs and other Micro Finance companies. Also liaising...2026/11/10
-
Customer Support ExecutiveBankResponsibilities: Manage customer Pre-order, Post-Order, and Advice related concerns on a range of customer support channels (WhatsApp/Instagram/e-mails/Calls) Answer incoming customer phone calls and take appropriate action for each call/Escalate/Fo...2026/11/10