RL - SBB:Relationship Manager
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The center of all client engagements will be to ensure superior customer experience
Key Responsibilities
• Develop and maintain business relationships with select group of customers through individualized customer service
• Handle customers queries and provide superior service to the mapped customers
• Ensure timely delivery of customers' enquiries and instructions, whilst ensuring that the Bank's delivery standards in achieving total customer satisfaction are met
• Deepen the existing relationships by cross selling the Bank's products and services/ third party products
• Achieve the New To Bank, cross-sell and portfolio retention targets as assigned by the organization
• Responsible for portfolio irregularities management (Renewals / Pending Renewals /Stock Statement / Insurances/Other compliances) and portfolio achievement basis delinquency numbers
• Ensure achievement of month end enhancement disbursements
Qualifications:
Optimal qualification for success on the job is:
• Graduation/ Post-Graduation from a recognized institute
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Knowledge of industry, technology, marketing, and product trends
• Knowledge of regulatory guidelines and norms
• Good communication (both verbal and written) skill in both English and the local language
• Ability to handle pressure and meet deadlines
• Strong Excel and database manipulation skills, financial and statistical analysis skill
Key Responsibilities
• Develop and maintain business relationships with select group of customers through individualized customer service
• Handle customers queries and provide superior service to the mapped customers
• Ensure timely delivery of customers' enquiries and instructions, whilst ensuring that the Bank's delivery standards in achieving total customer satisfaction are met
• Deepen the existing relationships by cross selling the Bank's products and services/ third party products
• Achieve the New To Bank, cross-sell and portfolio retention targets as assigned by the organization
• Responsible for portfolio irregularities management (Renewals / Pending Renewals /Stock Statement / Insurances/Other compliances) and portfolio achievement basis delinquency numbers
• Ensure achievement of month end enhancement disbursements
Qualifications:
Optimal qualification for success on the job is:
• Graduation/ Post-Graduation from a recognized institute
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Knowledge of industry, technology, marketing, and product trends
• Knowledge of regulatory guidelines and norms
• Good communication (both verbal and written) skill in both English and the local language
• Ability to handle pressure and meet deadlines
• Strong Excel and database manipulation skills, financial and statistical analysis skill
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