Job Description
Acquire new to bank SME customers by providing corporate banking solutions while maintaining high service standards.
• Candidate should handle high value Current Account, Trade and Forex.
• 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 and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS etc.
• Deepen the existing relationships by providing them Corporate solutions like Trade and Forex, CMS and SME Loans.
• 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.
• Coordinate with Service Team to resolve any issue raised by the client.
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.
• Candidate should handle high value Current Account, Trade and Forex.
• 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 and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS etc.
• Deepen the existing relationships by providing them Corporate solutions like Trade and Forex, CMS and SME Loans.
• 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.
• Coordinate with Service Team to resolve any issue raised by the client.
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | Current Account |Private Bank 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.
