Relationship Manager- ( Branch Banking)
- Achievers point
- 0 to 2 Yrs
- Multi-City, India
- 5 years ago
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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***
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial ServicesRole Category: Finance / Accounts / TaxFunctional Area: Not ApplicableRole/Responsibilies: Relationship Manager- ( Branch Banking)Contact Details:
Company: Achievers pointLocation(s): Multi-City, India+ View Contact
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₹ 3.5 - 5 Lakh/Yr
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