Preferred Relationship Manager
- Quess Corp Magna
- 6 to 11 Yrs
- Multi-City, India
- 3 years ago
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Job Description
Job Name PA (Business Unit) - Preferred Relationship Manager-RBB
- Job Title : Preferred Relationship Manager
- Business Unit (PA) : Retail Branch Banking
- Team : Retail Branch Banking
- Reports to (job) :Branch Manager
- Location of role :Pan India
- Job Fn : Sales & Portfolio Management
- Role Type: IC No of direct reportees: 0 Travel Required:Moderate
- Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships.To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.
- Key Responsibility Areas : 6 8 Areas Activities
- HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG.
- Attrition control of customers
- Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individuals workstation
- Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached
- Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer To Group ( CTG ) level
- Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. Customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch and the RM is out Ensure smooth transition of handover/takeover of the portfolio
- Educational Qualifications Key Skills(examples listed below)
- Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in financial Industry.
- Experience Required:
- Minimum experience in years 6 to 12
- Exposure to Portfolio Management segment (Preferred)
- Major Stakeholders(intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs Securities
- Notes(Any specifications apart from all mentioned above, to be communicated for the role)
Salary depends on current grade 30% hike on current fixed CTC
Locations All over delhi faridabad Sonipat Panipat rewari rohtak etc
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services Role Category: Sales / BD Functional Area: Not ApplicableRole/Responsibilies: Preferred Relationship ManagerContact Details:
Company: Quess Corp MagnaLocation(s): Multi-City, India+ View Contact
Keyskills: portfolio management branch banking retail banking casa sales
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