Job Description
Urgent Vacancy with Leading Banking
Role- Priority Relation Manager
Location - Delhi, NCR Delhi, Mumbai
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.
This job is provided by
Role- Priority Relation Manager
Location - Delhi, NCR Delhi, Mumbai
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.
This job is provided by
💡 Quick Summary
Seeking a career-building opportunity? The Priority Relationship Manager 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.
