Relationship Manager_Retail Banking PAN India

Published date: 2024/01/10
  • Location: Benglore , Karnataka, India
Job DescriptionJob Responsivities: Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individuals workstation Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer To Group ( CTG ) level Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. Customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch and the RM is out Ensure smooth transition of handover/takeover of the portfolio Key Skills: Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Employement Category:Employement Type: Full timeIndustry: Banking / Financial Services Role Category: Sales / BDSales Support / MIS Functional Area: Not ApplicableRole/Responsibilies: Relationship Manager_Retail Banking PAN IndiaContact Details:Company: Quess IT StaffingLocation(s): Bengaluru
Company Name: Quess It Staffing

Apply

1 page views

Related listings

  • Product Owner
    Bank
    Bank
    About JPMorgan Chase & Co. JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for co...
    2026/11/10
  • BM - Bangalore/Davangere
    Bank
    Bank
    Job Description: Role/Job Title - Branch Manager Business - Retail Banking Job Purpose The role entails managing and scaling up the retail banking business for the branch by creating strategies to achieve growth targets for the branch by managing ope...
    2026/11/10
  • Hiring For Sales Manager And Area Head - Mhl (Housing Loans / Lap)
    Bank
    Bank
    Jana Small Finance Bank, erstwhile Janalakshmi Financial Services, is headquartered in Bengaluru. It is one of the 10 financial institutions which had received in-principle approval from RBI, in 2015, to set up a Small Finance Bank. Established in Be...
    2026/11/10