Relationship Manager jobs in Chandigarh - Bharti Consultants

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  • Job View 87 Views
  • Applicants Less than 5 Applicants
  • 2019-11-25

Job Description

Position Financial Partner (FP)

Grade Manager/ Senior Manager

Business Unit Branch Banking

Sub Unit Branch Yes Prosperity & Wealth Management

Reporting to Branch Business Leader (BBL)

Responsibilities Relationship Management :

o Managing the banking and investments relationship and responsible

for overall growth of Liabilities & Investment business from

branch/retail customers

o Develop, manage, and expand customer relationships by providing

service level which exceeds client expectations of most important

customer segment.

o Identify current and potential relationship with additional revenue

potential and grow business volumes for larger share of customer

wallet.

Generating Incremental Business

o Sales targets spread across liabilities, retail assets, business banking,

forex, cards, investments etc.

o Proactively sell the full range of consumer and commercial product

to current and potential Relationships

o Increase CASA balance in allocated portfolio either through

Deepening or Acquisition

o Driving higher product and channel penetration to deepen mapped

relationships and to increase customer relationship value with the

bank.

Customer Engagement:

o Ensuring portfolio quality by regularly engaging with each mapped

relationship and maintaining the desired relationship values

o Face to the client and First person Responsible for service and sales

satisfaction of mapped clients

Investments

o To analyze financial needs of the customers and offer appropriate

product with utmost transparency

o Driving revenue business to generate fee income through products

like mutual funds, investments and insurance

Audit & Compliance

o Adherence to the Banks policy on acquisition/BSA/KYC etc as well

as compliance requirements of regulatory authorities.

Key Skills


About Bharti Consultants

We are the pioneers of organised recruitment services in India. We believe in providing organisational solutions to enhance the competitive advantage and we do so through long-term client relationships built on experience, insight and teamwork. Over the years, we have acted as preferred recruitment partners to leading BFSI as well as Medical Sector to emerge as the leading recruitment brand nationally. This combined with our role as trusted consultants for Indian professionals translates into our core capability – Right People Right Places.

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