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Relationship Manager


Selections HR Services Private Limited


Location

Ahmedabad | India


Job description

Job Title: Priority Banking Relationship Manager

Location: Mumbai, Pune, Hyderabad

Responsibilities:

Acquiring, Growing, and Deepening Priority Banking Customer Relationships:

- Effectively manage relationships with Priority Banking customers to enhance their engagement and increase share of wallet.

- Analyze and address Priority Customers' financial and investment needs, ensuring their satisfaction and loyalty.

- Represent the Bank as the primary point of contact for high net worth customers, delivering exceptional service and support.

Key Responsibilities:

Relationship Management:

- Develop and strengthen relationships with existing Priority Customers to drive revenue growth and customer satisfaction.

- Deliver professional customer service to ensure high levels of satisfaction and retention.

- Proactively manage the portfolio to minimize attrition and maintain stability.

- Possess in-depth knowledge of customer profiles, demographics, psychographics, and banking assets.

- Act as the primary liaison for High Net Worth customers, addressing their inquiries and concerns promptly.

Sales:

- Drive new business acquisition to meet predefined targets for customer acquisition, volumes, and revenue.

- Achieve product mix targets set by the organization.

- Onboard new customers referred by branches and direct sales teams, ensuring a smooth transition.

- Maximize sales productivity to optimize the sales process efficiency.

- Meet cross-sell targets and execute aggressive sales strategies to acquire prospective customers through referrals.

- Implement approved contact plans to ensure comprehensive coverage of the customer base.

- Collaborate with the product team to organize customer events and enhance cluster engagement.


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