Job Description
Leading Bank Hiring RELATIONSHIP MANAGER
MUMBAI
Interested please call Mahek 022 406+7707/ +137XXXXXX and drop your CV at [email protected]
Overall Goal:
Is responsible for
Acquisition of new Preferred customers
Enhancement of the relationship by cross-selling products and services as
per the profile & need of the customers
Deepening the size of the relationship
Retention of the customers by providing the best possible services and being
the dedicated point of contact for these customers
Bank is the primary banker for these Preferred relationships
Maximum share of wallet of these customers is with Bank
Key Result / Responsibility Areas:
Sales:(Acquiring, Enhancing ,Deepening and Retention)
Acquire new customers who meet product criteria and flag them on the system
Referrals generated from existing customers
Leads generated by branch staff & personal leads
Databases
Premier Acquisition Channel
Increase liabilities size of relationship via:
Balances in a/cs of existing customer
Acquire all related ids of the Primary id and send racing request on
Web-based system/entry form to CPU for flagging and grouping
Use FD maturity reports to track maturity of Bank FDs and prevent outflow
Use wallet profile to track FDs in other banks and divert them into Bank on maturity
Use wallet profile sheet to track accounts and products with other bank and transfer the same
Know the customers business to proactively provide financial solutions
Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support
Penetration of products across family groups.
Sales across all product segments-TPP, Assets, Cards etc.
RoleRetail Banking Sales
Industry TypeBanking
Functional AreaSales & Business Development
Employment TypeFull Time, Permanent
Role CategoryRetail & B2C Sales
Education
UG :Any Graduate
Key Skills
hni
casarelationship managementPortfolioliabilitiesR
MUMBAI
Interested please call Mahek 022 406+7707/ +137XXXXXX and drop your CV at [email protected]
Overall Goal:
Is responsible for
Acquisition of new Preferred customers
Enhancement of the relationship by cross-selling products and services as
per the profile & need of the customers
Deepening the size of the relationship
Retention of the customers by providing the best possible services and being
the dedicated point of contact for these customers
Bank is the primary banker for these Preferred relationships
Maximum share of wallet of these customers is with Bank
Key Result / Responsibility Areas:
Sales:(Acquiring, Enhancing ,Deepening and Retention)
Acquire new customers who meet product criteria and flag them on the system
Referrals generated from existing customers
Leads generated by branch staff & personal leads
Databases
Premier Acquisition Channel
Increase liabilities size of relationship via:
Balances in a/cs of existing customer
Acquire all related ids of the Primary id and send racing request on
Web-based system/entry form to CPU for flagging and grouping
Use FD maturity reports to track maturity of Bank FDs and prevent outflow
Use wallet profile to track FDs in other banks and divert them into Bank on maturity
Use wallet profile sheet to track accounts and products with other bank and transfer the same
Know the customers business to proactively provide financial solutions
Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support
Penetration of products across family groups.
Sales across all product segments-TPP, Assets, Cards etc.
RoleRetail Banking Sales
Industry TypeBanking
Functional AreaSales & Business Development
Employment TypeFull Time, Permanent
Role CategoryRetail & B2C Sales
Education
UG :Any Graduate
Key Skills
hni
casarelationship managementPortfolioliabilitiesR
💡 Quick Summary
Seeking a career-building opportunity? The CASA Relationship Manager |Leading Bank position is now open for candidates interested in the Bank Jobs sector. This role in pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
