Platinum Relationship Manager (Full Time)

Skywings Advisors

Key Responsibility Areas : 6 – 8 Areas Activities

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

• Acquire new customers.

• 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.

• Attrition control of customers

• Achieving MTD and YTD Revenue Targets

• Operations, Marketing & Processes

• Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)

• Ensure KYC / AML norms are adhered to at all points of time

• Ensure that 5-S norms are adhered to for individuals workstation

• Increase in wallet share • Look for opportunities to cross sell any other product of the Bank, to ensure that Bank is a one stop shop & solution for all banking needs.

• Sales to family members and associates (all network)

• Ensure that optimal levels of Income generating Product Group Holding is reached

• Customer Service • Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.

• Customer is informed about any regulatory or process change. Keep the customer updated on program features.

• Ensure timely customer communication on requests and concerns raised.

• Proactive complaint management through feedback from customers.

• Promoting all direct banking channels and ensuring that the customer is utilizing the same

• Ensuring that customers are introduced to the RBH / BM so that there is back up when the customer visits the branch and the RM is out.

• Ensure smooth transition of handover/takeover of the portfolio.

Key Responsibility Areas : 6 – 8 Areas Activities

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

• Acquire new customers.

• 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.

• Attrition control of customers

• Achieving MTD and YTD Revenue Targets

• Operations, Marketing & Processes

• Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)

• Ensure KYC / AML norms are adhered to at all points of time

• Ensure that 5-S norms are adhered to for individuals workstation

• Increase in wallet share • Look for opportunities to cross sell any other product of the Bank, to ensure that Bank is a one stop shop & solution for all banking needs.

• Sales to family members and associates (all network)

• Ensure that optimal levels of Income generating Product Group Holding is reached

• Customer Service • Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.

• Customer is informed about any regulatory or process change. Keep the customer updated on program features.

• Ensure timely customer communication on requests and concerns raised.

• Proactive complaint management through feedback from customers.

• Promoting all direct banking channels and ensuring that the customer is utilizing the same

• Ensuring that customers are introduced to the RBH / BM so that there is back up when the customer visits the branch and the RM is out.

• Ensure smooth transition of handover/takeover of the portfolio.

• Experience

  1 Years

• No. of Openings

  10

• Education

  Post Graduate Diploma, M.B.A/PGDM, M.Com

• Role

  Platinum Relationship Manager

• Industry Type

  Recruitment Consulting / Staffing Services

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Home