Relationship Manager- ( Branch Banking) @ Achievers point

Job Description

• Responsible for acquisition of CASA, Term Deposits and managing relationship value ( RV) of existing TASC

• Responsible for managing an Institutional Banking portfolio

• Opening TASC accounts and Deliver an excellent service.

• Understand TASC KYC / Documentations and Pitch banks USP to TASC stakeholders

• Generate leads for other banking products offered by the bank like Assets, insurance, TPP

• Source TASC accounts based on leads generated or through self sourcing

• Handle the service requirement of customers, Handle the investment portfolio of the customer

• Position our value proposition linking benefits to the customer's key business requirement / issues

• Coordinate with the key customers and internal teams to ensure standard service delivery

• Achievement of monthly sales target.

• Ensuring the processes are understood & the same is carried out in regular functioning

• Building and maintaining relationship with External (hight net worth TASC clients) and Internal stakeholders

• Achieve the assigned top line and CASA numbers and values.
• Cross Sales Casa Sales, Life Insurance, Health Insurance, General Insurance, Loan, FD, Mutual Fund Sales

EMAIL ID************a@gm**l.com

7037376***

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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