Job Description
Transaction Banking Group
ROCE ( Relationship Officer – Customer Engagement)
Location
Hyderabad
Reporting Relationships
RCEM ( Regional Customer Engagement Manager )
Position Grade
M2
`
Job Role:
Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 branches with approx. 1000 to 1500 customers will be mapped )
Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book
Deepening of CA SA and TD mapped relationships.
Meeting and conversion on leads from VRM and CEC.
Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business.
Ensuring customer stickiness and category upgrade.
Acquisition, X-sell of business & Service activations to existing customers
Explain all the Facilities of the Bank in Form of Demonstration both online / offline
Enroll the customer for the services which would be useful for him
Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance.
Speed and efficiency of service given
Sales targets for banks and investment products.
Customer acquisition from Family Household & referrals.
Have higher NPs scores
Job Requirements::
Job Role
Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance
Must be energetic, confident and go-getter
ROCE ( Relationship Officer – Customer Engagement)
Location
Hyderabad
Reporting Relationships
RCEM ( Regional Customer Engagement Manager )
Position Grade
M2
`
Job Role:
Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 branches with approx. 1000 to 1500 customers will be mapped )
Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book
Deepening of CA SA and TD mapped relationships.
Meeting and conversion on leads from VRM and CEC.
Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business.
Ensuring customer stickiness and category upgrade.
Acquisition, X-sell of business & Service activations to existing customers
Explain all the Facilities of the Bank in Form of Demonstration both online / offline
Enroll the customer for the services which would be useful for him
Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance.
Speed and efficiency of service given
Sales targets for banks and investment products.
Customer acquisition from Family Household & referrals.
Have higher NPs scores
Job Requirements::
Job Role
Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance
Must be energetic, confident and go-getter
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager Customer Engagement (RMCE)-BRANCH BANKING-RO-CE position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
