Job Description
Role- Priority Relationship Manager
Location - Kurnool, Nellore, North Vizag ,Rajahmundry, Tirupathi, Vizag Central, Hyderabad, Chennai
Key Responsibilities
• Provide financial solutions to the Priority customers while maintaining high service standards.
• Maintain complete customer profile including the risk profile, demographics and assets in the bank.
• Enrich relationships and garner higher wallet share through customer engagement activities.
• Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products.
• Identify potential customers who can be sold tailored products to enhance product penetration.
• Acquire new customers by converting referral leads.
• Achieve targets as assigned by the organization on a monthly basis.
• Record and track all engagement activities through the CRM system.
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.
Role Proficiencies
For successful execution of the job, the candidate should possess the following:
• Knowledge of banking products and services.
• Ability to manage complex client situations.
• Good communication (both verbal and written) skill in both English and the local language.
• Ability to handle pressure and meet deadlines.
• Good networking and relationship building skills.
Qualifications
Optimal qualification for success on the job is:
• Graduation/ Post graduation from a recognized institute.
• 6-10 years managing High Net worth clients.
Interested candidates can share your profiles to jobs@avglobaladvisory.com/WhatsApp profiles to73053+0183.
This job is provided by Shine.com
Location - Kurnool, Nellore, North Vizag ,Rajahmundry, Tirupathi, Vizag Central, Hyderabad, Chennai
Key Responsibilities
• Provide financial solutions to the Priority customers while maintaining high service standards.
• Maintain complete customer profile including the risk profile, demographics and assets in the bank.
• Enrich relationships and garner higher wallet share through customer engagement activities.
• Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products.
• Identify potential customers who can be sold tailored products to enhance product penetration.
• Acquire new customers by converting referral leads.
• Achieve targets as assigned by the organization on a monthly basis.
• Record and track all engagement activities through the CRM system.
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.
Role Proficiencies
For successful execution of the job, the candidate should possess the following:
• Knowledge of banking products and services.
• Ability to manage complex client situations.
• Good communication (both verbal and written) skill in both English and the local language.
• Ability to handle pressure and meet deadlines.
• Good networking and relationship building skills.
Qualifications
Optimal qualification for success on the job is:
• Graduation/ Post graduation from a recognized institute.
• 6-10 years managing High Net worth clients.
Interested candidates can share your profiles to jobs@avglobaladvisory.com/WhatsApp profiles to73053+0183.
This job is provided by Shine.com
💡 Quick Summary
Seeking a career-building opportunity? The Priority Relation Manager | Leading Bank position is now open for candidates interested in the Bank Jobs sector. This role in Warangal 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.