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Relationship Manager

Exp: 5 - 10 years

Talents from Banking & Financial Services Only

Company Overview

Indian banking and financial services company headquartered with 84,325 employees. It is the largest bank in India by market capitalization as of February 2016. It was ranked 69th in 2016 BrandZ Top 100 Most Valuable Global Brands

Job Summary

Acquisition of new Preferred customers and Enhancement of the relationship by cross - selling products and services as per the profile & need of the customers.

Responsibilities and Duties

  • Relationship Manager handles a group of High Net Worth Clients
  • Profiling Customers and provide financial products to meet customer needs
  • Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs
  • Increase liabilities size of relationship via balances in accounts of existing customers
  • To Enhance & Retain customer profitability by capturing larger share of Wallet
  • Ensure profitability of the portfolio: Generate high Income per Customer
  • Acquire new customers who meet product criteria through cross-referencing.
  • Sales:(Acquiring, Enhancing ,Deepening and Retention)
  • Portfolio Management
  • Achievement of income plans and other benchmarks

Qualifications and Skills

  • Sales and Influencing Skills
  • Banking Product & Process Knowledge
  • Planning and Organizing Skills
  • Communication Skills
  • Knowledge of Competition & Current trends in financial Industry
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