Relationship Manager Preferred Banking
- Excellent s
- 5 to 10 Yrs
- Chennai
- 5 years ago
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Job Description
3 yrs to 12 yrs of experience asSales / Business DevelopmentinBanking / Financial Services / Insurancemandatory- Current Account RMwill be responsible for Acquisition of new Business Entity customers and creating CA Book
- Please note : client will provide only 15% hike on current CTC
- Acquisition of Business Entity (Current Account) customers
- Basis customer business requirement cross sell products like POS , Payment Gateway, Trade /Forex ( LC /BG/ Remittance /OD) , Doorstep Banking Services. Cross Sell various RBL Bank products like TPP, FD. Credit Card, Loans to customers and related group business/ family
Overall Goal: Current Account RMwill be responsible for
* Acquisition of new Business Entity customers and creating CA Book Management of Acquired Current Account customers
* Enhancement of the relationship by cross-selling products and services as per the profile & need of the these current account customers
* Deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers
* Make RBL Bank a primary bank for customer and get maximum wallet share
Key Result / Responsibility Areas:
a) Acquisition of Business Entity (Current Account) customers
i) Acquisition of NTB High Value Current Accounts
ii) NTB Acquisition of Current accounts dealing in international Trade
iii) Identify and Acquire New to Bank working capital limit customers with Trade Limits viz Buyers Credit, PCFC, LC,BG etc
iv) Acquire New to Bank customer requiring Assets Limits Business Loans, Management Services & Door Step Banking, API Banking and other allied Current Account services.
RM will have to create his own CA book by self-sourcing, Market Visit & Industry & Area Scoping, External References & Leads.
b) Portfolio Management
i) Engage with Acquired customer on regular basis and ensure that Group company and Family customers also bank with RBL Bank
ii) Regularly interact with the customer to build rapport, customer profiling should be used to set customer level objectives post discussion branch Manager/TL. Customer interaction to be regular updated in system provided.
iii) Ensure that within each customer group a minimum number of stipulated Income Generating products are sold as per the customers profile and needs. RM to
Cross sell appropriate products to the customers and ensure activate usage.
iv) Enhance Values within each of the customer groups by ensuring that a/cs are activated
v) Cross Sell Bank Products for revenue generation and engagement
vi) Basis customer business requirement cross sell products like POS , Payment Gateway, Trade /Forex ( LC /BG/ Remittance /OD) , Doorstep Banking Services.
vii) Cross Sell various RBL Bank products like TPP, FD. Credit Card, Loans to customers and related group business/ family
viii) Drive active business transaction through RBL bank account
ix) Should know the customers business in order to provide banking and financial solutions
x) Register customer for various Direct Banking Channels of the bank
B) Customer Services
1) Ensure quality customer service is delivered
2) Recording complaints as per the specified process
3) Resolving all complaints received from portfolio customers within the stipulated TATs and ensure appropriate customer communication on closures
4) Preventive complaint management by regular interaction with the customers
C) Target Achievement
1) PC- RM will be given a quarterly and yearly target on revenue, product cross sell and book value build up
2) Basis the Target the RM will be tracked on regular basis for achievement of the Targets
3) CA RM will be evaluated on Portfolio Score Card
Competencies:
a) Sales and Influencing Skills
b) Banking Product & Process Knowledge. The candidate should have past experience of Current Account product & processes, Trade & Forex , Door Step banking and other current account related products.
c) Planning and Organizing Skills
d) Communication & Writing skills
e) Knowledge of Competition & Current trends in financial Industry.
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services
Role Category: Finance / Accounts / Tax
Functional Area: Not Applicable
Role/Responsibilies: Relationship Manager Preferred Banking
Contact Details:
Company: ExcellentLocation(s): Chennai
Excellent s
Excellent Softwares Excellent Softwares is into development and delivering Customized software Solution to various business needs since 2002. Our Solutions Include: Excellent Pay - Payroll Software Excellent ERP - Production ERP and we are the biggest solution partner to BUSY- Business Accountin...
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