Job Description
Greetings !!
We are hiring for Imperia RM Role
Location :Chandigarh
OverallGoal:
Is responsible for including HNI customers into the Imperia 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 a/cs and retaining the relationship.
The RM is also responsible for acquiring new to Bank relationships.
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 Result / Responsibility Areas:
Retain the customer via the experience offered. Sales:(Acquiring, Enhancing ,Deepening and Retention)
Increase liabilities size of relationship via:
o Balances in a/c's of existing customer
o Acquire all related ids that are financially dependent on the Primary id and send entry form to CPU for flagging and grouping
Ensure quality of relationship while flagging. Should be capable of maintaining eligibility
Regular customer contact to establish needs of the customer and opportunities to cross-sell
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 proper handover of customers in case of transfer of portfolios Operations
Ensure certification of documentation required for opening and maintaining customer accounts
Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
Ensure KYC norms are adhered to at all points of time
Ensure that 5-S norms are adhered to for individuals workstation
If interested, kindly share your resume at
hi************k@te******e.com
or you can connect at 9999860***
Job Classification
Industry: Banking, Financial Services, Broking
Functional Area: Sales, Retail, Business Development,
Role Category: Retail Sales
Role: Retail Sales
Employement Type: Full time
Education
Under Graduation: Any Graduate in Any Specialization
Post Graduation: Any Postgraduate in Any Specialization
Doctorate: Doctorate Not Required
Contact Details:
Company: Teamlease Servcies limited
Location(s): Kolkata
Keyskills:
wealth
wealth manager
exclusive rm
premier
select rm
Priority Banking
privilege
relationship manager
Investment Advisor
burgundy rm
priority rm
portfolio
private banking
Investment Counsellor
affluent rm
wealth management