Relationship Manager

assuredjob.com
  • Durgapur, Siliguri
  • Confidential
  • 2-5 years
  • Views
  • 29 Jun 2017

  • Sales & Marketing

  • Insurance
Job Description

- Individually acquire and nurture HNI clients Banking & Investment requirements.

Detailed Responsibilities:

- Generate new business to achieve defined sales targets

- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

- Resolution of queries of all clients within specified TAT

- Ensure ongoing self-development.

- Manage the portfolio to de-risk against attrition and achieve stability of book.

- Manage the key performance indicators at the highest level.

- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Sales

- Achieve the Targets set in terms of product mix.

- Achieve “best in class� productivity in order to maximize the efficacy of the sales process.

- Achieve the budgeted cross sell targets.

- Aggressive Sales call plans to acquire large prospective customers through referrals.

- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.

Integration Management

- Manage the customer transition with utmost sensitivity.

- Awareness of all the policies and procedures issued in relation to money laundering prevention.

- Ensure compliance with these policies and procedures on an ongoing basis.

- Any suspicious transaction must immediately be reported to the supervising officer.


Job Posted By

Amit Kumar
Manager- Recruitment

About Organisation

assuredjob.com