Verified Job
Accounting - Finance
Relationship ManagerBusiness Banking Leading Bank
Accounting - Finance
#362413
Remote / WFH
Job Description
Urgent Position for Relationship Manager - Business Banking in a Leading Bank for Pune
Exp- 3yrs+
Interview will be in the next week.
Job Profile: Relationship Manager
Relationship Management
• Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities Investment business from HNI segment
• Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
• Identify current and potential relationship 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 product to current and potentialHNI Relationships
• Increase CASA balance in allocated portfolio either through Deepening or Acquisition
• Driving higher product and channel penetration to deepen mapped relationships and to 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 HNI 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 organizational process
Interested Candidates cam share CV on mention below mail ID:
Mail ID- karishma.jain@v-konnect.com
Whatsapp No-+625565153
Warm Regards,
Karishma Jain
V-Konnect Associates
621,Udyog Vihar, Phase-V, Gurgaon
Email: karishma.jain@v-konnect.com
Phone: +625565153
www.v-konnect.com
This job is provided by Shine.com
Exp- 3yrs+
Interview will be in the next week.
Job Profile: Relationship Manager
Relationship Management
• Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities Investment business from HNI segment
• Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
• Identify current and potential relationship 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 product to current and potentialHNI Relationships
• Increase CASA balance in allocated portfolio either through Deepening or Acquisition
• Driving higher product and channel penetration to deepen mapped relationships and to 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 HNI 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 organizational process
Interested Candidates cam share CV on mention below mail ID:
Mail ID- karishma.jain@v-konnect.com
Whatsapp No-+625565153
Warm Regards,
Karishma Jain
V-Konnect Associates
621,Udyog Vihar, Phase-V, Gurgaon
Email: karishma.jain@v-konnect.com
Phone: +625565153
www.v-konnect.com
This job is provided by Shine.com
