Casa Relationship Manager (leading Bank) Pune @ Quotient Consultancy

Job Description

Leading Bank Hiring RELATIONSHIP MANAGER 

MUMBAI

Interested please call Mahek 022 40697707/ 9137263*** and drop your CV at qu****************y@gm**l.com

Overall Goal:

Is responsible for

Acquisition of new Preferred customers

Enhancement of the relationship by cross-selling products and services as

per the profile & need of the customers

Deepening the size of the relationship

Retention of the customers by providing the best possible services and being

the dedicated point of contact for these customers  

Bank is the primary banker for these Preferred relationships

Maximum share of wallet of these customers is with Bank 

Key Result / Responsibility Areas:

Sales:(Acquiring, Enhancing ,Deepening and Retention)

Acquire new customers who meet product criteria and flag them on the system 

• Referrals generated from existing customers
• Leads generated by branch staff & personal leads
• Databases
• Premier Acquisition Channel

Increase liabilities size of relationship via: 

• Balances in a/cs of existing customer
• Acquire all related ids of the Primary id and send racing request on

Web-based system/entry form to CPU for flagging and grouping

• Use FD maturity reports to track maturity of Bank FDs and prevent outflow 
• Use wallet profile to track FDs in other banks and divert them into Bank on maturity 
• Use wallet profile sheet to track accounts and products with other bank and transfer the same 
• Know the customers business to proactively provide financial solutions

Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support 

Penetration of products across family groups.

Sales across all product segments-TPP, Assets, Cards etc.

Job Classification

Education

Contact Details:

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0 - 1 Yrs 1 - 2 Yrs 2 - 3 Yrs 3 - 4 Yrs 4 - 5 Yrs 5 - 6 Yrs 6 - 7 Yrs 7 - 8 Yrs 8 - 9 Yrs 9 - 10 Yrs 10 - 11 Yrs 11 - 12 Yrs 12 - 13 Yrs 13 - 14 Yrs 14 - 15 Yrs 15 - 16 Yrs 16 - 17 Yrs 17 - 18 Yrs 18 - 19 Yrs 19 - 20 Yrs 20 - 21 Yrs 21 - 22 Yrs 22 - 23 Yrs 23 - 24 Yrs 24 - 25 Yrs 25 - 26 Yrs 26 - 27 Yrs 27 - 28 Yrs 28 - 29 Yrs 29 - 30 Yrs 30+ Yrs

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

Desired Industry (*):

Accounting / Finance Advertising / MR / PR / Events Agriculture / Dairy Animation / Multimedia Architecture / Interior Design Astrology Automobile / Auto Ancillaries / Auto Components Aviation / Airline / Aerospace / Aeronautical Banking / Financial Services / Broking BPO / Call Center / ITeS Brewery / Distillery Broadcasting Cement / Building Material Chemical / Petro / Plastic / Rubber / Glass Consumer Electronics / Appliances / Durables Courier / Transportation / Freight Defence / Government Education / Teaching / Training Electricals / Switchgears Engineering / Construction / Cement / Metals Environment / Waste Management Export / Import / Trading Facility Management Fertilizers / Pesticides FMCG / Foods / Beverage Food Processing Furnishings / Ceramics / Sanitaryware / Electricals Gems / Jewellery Gifts / Toys / Stationary Government / Departmental Heat Ventilation / Air Conditioning Hotel / Restaurant Industrial Design Industrial Products / Heavy Machinery Insurance Internet / E-Commerce IT - Hardware / Networking IT - Software / Services KPO / Research / Analytics Leather / Leather Products Legal / Courts Logistics / Courier / Transportation Management Consulting / Strategy Manufacturing / Production Matrimony / Matchmaking Media / Entertainment Medical / Healthcare / Hospital Merchant Navy Metal / Iron / Steel MFI - Micro Finance Military / Police / Arms Ammunition Mining / Quarrying NBFC-Non Banking Financial Services NGO / Social Work Office Equipment / Automation Not Mentioned Paint / Art / Sculpture / Craft Paper / Wood Personal Care / Beauty Pharma / Biotech / Clinical Research Politics Power / Energy / Oil / Gas / Petroleum Printing / Publishing / Packaging Quality Certification Real Estate / Property Recruitment Services / RPO Religion / Spirituality Retail Security / Detective Services Semiconductors / Electronics Shipping / Marine Telecom / ISP Textile / Garments / Fashion Travel / Tourism / Hotels / Airlines / Railways Unskilled Labor / Domestic Help Veterinary Science / Pet Care Sports / Fitness / Beauty

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Accounts / Finance / Tax / CS / Audit Agent / Agency Analytics & Business Intelligence Architecture / Interior Design Banking / Insurance Beauty / Fitness / Spa Services Content / Journalism Corporate Planning / Consulting CSR & Sustainability Engineering Design / R&D Export / Import / Merchandising Fashion / Garments / Merchandising Guards / Security Services Hotels / Restaurants HR / Administration / IR IT- Hardware / Telecom / Technical Staff / Support IT Software - Application Programming / Maintenance IT Software - Client Server IT Software - DBA / Datawarehousing IT Software - E-Commerce / Internet Technologies IT Software - Embedded /EDA /VLSI /ASIC /Chip Des. IT Software - ERP / CRM IT Software - Mainframe IT Software - Middleware IT Software - Mobile IT Software - Network Administration / Security IT Software - Other IT Software - QA & Testing IT Software - System Programming IT Software - Systems / EDP / MIS IT Software - Telecom Software ITES / BPO / KPO / Customer Service / Operations Legal Marketing / Advertising / MR / PR Pharma / Biotech / Healthcare / Medical / R&D Packaging Production / Maintenance / Quality Purchase / Logistics / Supply Chain Sales / BD Secretary / Front Office / Data Entry Self Employed / Consultants Shipping Site Engineering / Project Management Teaching / Education Top Management Ticketing / Travel / Airlines TV / Films / Production Web / Graphic Design / Visualiser Other Areas

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Keyskills:   casa hni relationship management Portfolio liabilities RM cross selling sales support li finance fd banking