Relationship Manager | Private Bank

• To Handle the portfolio of HNI customers of the bank and cross-sell various products according to clients' needs.

• Liability Product selling, education on product features

• Acquire new customers through referrals from existing customers who meet product criteria

• 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 Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds

• Joint calls are being done along with Supervisor as per the defined process

• Advisory services are to be offered based on the customer's requirements.

• Attrition control of customers

• Achieving MTD and YTD Revenue Targets

• Achievement of income plans and other benchmarks within the portfolio

Requirements:

• Graduate preferably Management Graduate.

• Developing and maintaining banking relationships with a select group of high-net-worth customers through individualized customer service.

• MIS generation.

Job Information:

• Industry: Banking

• Work Experience: 4-5 years

• Salary: Upto + Lac Per Annum

• City: Mumbai / Navi Mumbai / Thane