Preferred Relationship Manager

Location

Thanjavur | India

Job description

As a Sr. Relationship Manager in Thanjavur, you are responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/c , retaining and enhancing the relationship.

With it, RM is responsible for acquiring new to Bank Imperia relationships.

• Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio

• HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)

• Acquire new customers who meet product criteria nearby/in Thanjavur,

• 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 products of the bank based on the customer need

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

• Advisory services to be offered based on the requirement in coordination with PBG.

• Attrition control of customers

• Achieving MTD and YTD Revenue Targets

• Product Penetration contribution towards focused product

• Provide excellent customer service

• Ensure smooth transition of handover/takeover of the portfolio

Requirements to apply Sr. RM Job in Thanjavur

• At least 2-3 years of work experience in sales, preferably in the Banking or Insurance industry.

• With same, Excellent communication and interpersonal skills to manage HNI Client over Thanjavur area.

• Strong sales and negotiation skills to upsell banking products to the customer.

Job tags

Salary