Job Description

Job Profile: Relationship Manager-Salary2Wealth

Grade: Deputy Manager

Job Role:
• Managing set of existing mapped customers of Corporate Salary.
• Cross-selling Liability and Investment Products, Insurance, Asset products (HL/PL/CL/Credit Card/ Gold Loan/Two Wheeler/ Car Loan) to individual customers in the Corp. Salary book.
• One point contact for all service related requirements for the customers and corporate mapped.
• Increase in Relationship Value, Group Product Holding and Group Service Holding of the book
• Connecting with mapped book customer once in quarter.
• Updating client interaction in system like CRM Next.

Requirements

Job Requirement:
• Strong back ground on Cross Selling
• Good inter personal skills & Relationship Management skills
• Good communication skill
• Presentable as RMs will be interacting with Mid to High-level corporate employee.
• Having some knowledge of the equity market.

Requirements
Job Requirement: Strong back ground on Cross Selling Good inter personal skills & Relationship Management skills Good communication skill Presentable as RMs will be interacting with Mid to High-level corporate employee. Having some knowledge of the equity market