Verified Job
Accounting - Finance
Relationship Manager for Banking
Accounting - Finance
#250194
Remote / WFH
Job Description
Relationship Manager
Managing the banking and investments relationship of BANK FIRST/NRI/Trade clients and responsible for the overall growth of the Liabilities Investment business from the HNI segment
Develop, manage, and expand BANK FIRST/NRI/Trade customer relationships by providing a service level that exceeds client expectations of the most important customer segment.
Identify current and potential relationships with additional revenue potential and grow business
Generating Incremental Business
Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments, etc.
Proactively sell the full range of consumer and commercial products to current and potential BANK FIRST/NRI/Trade Relationships
Increase CASA balance in allocated portfolio either through Deepening or Acquisition
Driving higher product and channel penetration to deepen mapped relationships and increase wallet share with Bank
Customer Engagement
Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
Face to the client and First person Responsible for service and sales satisfaction of mapped clients
Investment Advisory
Financial Planning and Investment Advisory to BANK/NRI/Trade clients
Driving revenue business to generate fee income through products like mutual funds, investments, and insurance
Process and Audit
Ensure all sales activity is recorded online as per the organizational process
Capture and maximize the business opportunity through detailed client profiling as per the organizational process.
LOCATION:Jaipur/Udaipur/Jodhpur/Bikaner
Drop your resume at hr@rojgarconnection.com or call
This job is provided by Shine.com
Managing the banking and investments relationship of BANK FIRST/NRI/Trade clients and responsible for the overall growth of the Liabilities Investment business from the HNI segment
Develop, manage, and expand BANK FIRST/NRI/Trade customer relationships by providing a service level that exceeds client expectations of the most important customer segment.
Identify current and potential relationships with additional revenue potential and grow business
Generating Incremental Business
Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments, etc.
Proactively sell the full range of consumer and commercial products to current and potential BANK FIRST/NRI/Trade Relationships
Increase CASA balance in allocated portfolio either through Deepening or Acquisition
Driving higher product and channel penetration to deepen mapped relationships and increase wallet share with Bank
Customer Engagement
Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
Face to the client and First person Responsible for service and sales satisfaction of mapped clients
Investment Advisory
Financial Planning and Investment Advisory to BANK/NRI/Trade clients
Driving revenue business to generate fee income through products like mutual funds, investments, and insurance
Process and Audit
Ensure all sales activity is recorded online as per the organizational process
Capture and maximize the business opportunity through detailed client profiling as per the organizational process.
LOCATION:Jaipur/Udaipur/Jodhpur/Bikaner
Drop your resume at hr@rojgarconnection.com or call
This job is provided by Shine.com
