Urgently looking for Priority Banking-Relationship Manager for Pune location Friday, 13 May 2016 No Comment

Job Summary

Locations:

Pune

Nationality:

India

Experience:

2 – 7 years

Keywords / Skills :

All Priority Customers and Branch Staff

Education:

Any graduate

Function:

Banking, Insurance & Financial Services

Role:

Relationship manager

Industry:

Banking/ Financial Services

Summary:

Achieve % Cumulative Daily Average Balance – CDAB Deepening in Mapped Existing To Bank – ETB BookAchieve the New to Bank – NTB CDAB Target from self-sourced accounts across all schemesAchievement of New Priority Customer ID Acquisition Target

Posted On:

9th May 2016

Job Ref code:

Rupali 10/5

Priority Banking Relationship Manager the single point relationship management official of the Bank for the high net worth customers in the Priority Banking Segment of Bank. A PB RM is primarily responsible for providing financial solutions to the Priority customers and ensure value added services. He/ she is responsible for increasing liabilities of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet. He/ She is responsible for deepening the existing relationships by cross selling of Bank’s products and Services/ third party investment products. PB RM also enhances the book through new customer aquisitions. He/ She is also involved in increasing customer engagement through other non investment products like Forex, Remittances, Loans, etc. to the new and existing customers.

PB RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions. He/ She also updates Bank’s internal systems like the Daily activity tracker – DAT, Customer Profiling etc for monitoring, accurate reporting and MIS. :

All Priority Customers and Branch Staff

Waytogo Consultants Pvt Ltd

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Urgently looking for Priority Banking-Relationship Manager for Pune location

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