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