Job Description
Post: Preferred Relationship Manager (Sr. RM)
Location: Delhi, Delhi
Salary: 4.80 -6.80 LPA
Experience Required: 2-3 Years
As a Sr. Relationship Manager in Delhi, you are 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/c , retaining and enhancing the relationship.
With it, RM is responsible for acquiring new to Bank Imperia relationships.
• Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
• HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)
• Acquire new customers who meet product criteria nearby/in Delhi,
• 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
• Achieving MTD and YTD Revenue Targets
• Product Penetration & contribution towards focused product
• Provide excellent customer service
• Ensure smooth transition of handover/takeover of the portfolio
Requirements to apply Sr. RM Job in Delhi
• At least 2-3 years of work experience in sales, preferably in the Banking or Insurance industry.
• With same, Excellent communication and interpersonal skills to manage HNI Client over Delhi area.
• Strong sales and negotiation skills to upsell banking products to the customer.
Tags: HNI careers in Delhi, Bank RM jobs in Delhi, Banking career in Delhi, Relationship Manager Jobs in SBI at Delhi, Private Bank jobs in Delhi.
At all, working for - bank in Delhi can offer many benefits, including career growth and development, job security, competitive compensation, work-life balance, exposure to diverse industries, community involvement opportunities, and access to resources and training
💡 Quick Summary
Seeking a career-building opportunity? The Preferred Relationship Manager |2|3 Years position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi 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.
