01Overview
Urgent Hiring - Relationship Manager / Relationship Officer (Western Mumbai)
Relationship Manager -
Individually acquire and nurture relationships of the bank through all banking products- Generate new business to achieve defined sales targets- Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues.- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.- Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.- Manage the portfolio to de-risk against attrition and achieve stability of book.- Manage the key performance indicators at the highest level.- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.- Achieve the Targets set in terms of product mix.- Achieve best in class productivity in order to maximize the efficacy of the sales process.- Achieve the budgeted cross sell targets. - Individually acquire and nurture relationships of the bank through all banking products- Generate new business to achieve defined sales targets- Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues.- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.- Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.- Manage the portfolio to de-risk against attrition and achieve stability of book.- Manage the key performance indicators at the highest level.- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.- Achieve the Targets set in terms of product mix.- Achieve best in class productivity in order to maximize the efficacy of the sales process.- Achieve the budgeted cross sell targets.- Aggressive Sales call plans to acquire large prospective customers through referrals.- Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions)- Ensure compliance with these policies and procedures on an ongoing basis.- Any suspicious transaction must immediately be reported to the supervising officer- Get additional New to the bank Customers (NTBs)- Responsible to carry enhanced due diligence, visit to residence / office wherever required.- Responsible for carrying Customer Due Diligence and to obtain all the required KYC of the customer (Individual & Non-Individual) while sourcing deposits and accounts to on-board the customer.
Relationship Officer -
Generate new customer leads through various channels Proactively identify sales prospects and conduct business development activities Follow up on new leads and referrals to generate business
Achieving the monthly sales targets, cross sell assets and fee products Follow various internal guidelines and procedures of the bank Ensure customer satisfaction through regular engagement and enhance customer wallet share.
Resolve customer queries/issues and facilitate customer service Maintain periodic status reports, including daily activity report and calls/follow-ups made Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
Portfolio management of customers between identified thresholds. Generate new customer leads through various channels Proactively identify sales prospects and conduct business development activities
Follow up on new leads and referrals to generate business Achieving the monthly sales targets, cross sell assets and fee products Follow various internal guidelines and procedures of the bank
Ensure customer satisfaction through regular engagement and enhance customer wallet share. Resolve customer queries/issues and facilitate customer service Maintain periodic status reports, including daily activity report and calls/follow-ups made
Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Portfolio management of customers between identified thresholds.
Activation of inactive accounts Cross sell Liability, Assets and TPP Products. Upsell and up tier customers to higher variant of products and services Achieve monthly budgets.
Service walks ins and existing customer in branch and outside of branch TDS, 15G, 15H handling in branch Get additional NTB customer .
