Job Description
Urgent position for Relationship Manager in Banking sector for Pune- Bund Garden.
Interviews will be on 3rd May.
Relationship Manager is individual role.
Job Descrition
Relationship Management :
oManaging the banking and investments relationship of clients and responsible for overall growth of Liabilities Investment business from HNI segment
oDevelop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
oIdentify current and potential relationship with additional revenue potential and grow business
Generating Incremental Business
oSales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
oProactively sell the full range of consumer and commercial product to current and potentialHNI Relationships
oIncrease CASA balance in allocated portfolio either through Deepening or Acquisition
oDriving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank
Customer Engagement
oEnsuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
oFace to the client and First person Responsible for service and sales satisfaction of mapped clients
Investment Advisory
oFinancial Planning and Investment Advisory to HNI clients
oDriving revenue business to generate fee income through products like mutual funds, investments and insurance
Process and Audit
oEnsure all sales activity is recorded online as per the organizational process
oCapture and maximize the business opportunity through detailed client profiling as per organizational process
Interested candidates can share CV on mail id: [email protected] OR Whatsapp No.- +625XXXXXX
Warm Regards,
Karishma Jain
V-Konnect Associates
621,Udyog Vihar, Phase-V, Gurgaon
Email:[email protected]
Phone: +625XXXXXX
www.v-konnect.com
This job is provided by Shine.com
Interviews will be on 3rd May.
Relationship Manager is individual role.
Job Descrition
Relationship Management :
oManaging the banking and investments relationship of clients and responsible for overall growth of Liabilities Investment business from HNI segment
oDevelop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
oIdentify current and potential relationship with additional revenue potential and grow business
Generating Incremental Business
oSales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
oProactively sell the full range of consumer and commercial product to current and potentialHNI Relationships
oIncrease CASA balance in allocated portfolio either through Deepening or Acquisition
oDriving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank
Customer Engagement
oEnsuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
oFace to the client and First person Responsible for service and sales satisfaction of mapped clients
Investment Advisory
oFinancial Planning and Investment Advisory to HNI clients
oDriving revenue business to generate fee income through products like mutual funds, investments and insurance
Process and Audit
oEnsure all sales activity is recorded online as per the organizational process
oCapture and maximize the business opportunity through detailed client profiling as per organizational process
Interested candidates can share CV on mail id: [email protected] OR Whatsapp No.- +625XXXXXX
Warm Regards,
Karishma Jain
V-Konnect Associates
621,Udyog Vihar, Phase-V, Gurgaon
Email:[email protected]
Phone: +625XXXXXX
www.v-konnect.com
This job is provided by Shine.com
💡 Quick Summary
Seeking a career-building opportunity? The Urgent Position| Relationship Manager| BANK| and position is now open for candidates interested in the MIS Executive sector. This role in Pune 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 MIS Executive is a plus.
