Relationship Manager Sales Bank (3 12 Yrs) Mumbai/pune/ahmedabad/thane (bfsi Sales)
Job Description
- A RM is primarily responsible for providing financial solutions to the Priority customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.- He/ She is responsible for deepening the existing relationships by cross selling of Bank\'s products and Services/ third party investment products. PB RM also enhances the book through new customer acquisitions.- He/ She is also involved in increasing customer engagement through other non investment products like Forex, Remittances, Loans, etc. to the new and existing customers.- PB RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions.- He/ She also updates Bank\'s internal systems like the Daily activity tracker - DAT, Customer Profiling etc for monitoring, accurate reporting and MIS.Key Result Areas :- Achieve % Cumulative Daily Average Balance - CDAB Deepening in Mapped Existing To Bank - ETB Book- Achieve the New to Bank - NTB CDAB Target from self-sourced accounts across all schemes (ref:updazz.com)
updazz .com
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Job Detail
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Job IdJD3169334
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationMaharashtra, India
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EducationNot mentioned
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ExperienceYear