Preferred Relationship Manager - Bank

We have an opening as a Preferred RM for one of leading Bank.

Please find the details.

Company Name : Leading Bank

Interview Location : Bangalore

Job Location : Karnataka

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

Internal bank databases

Increase liabilities size of relationship via

Balances in a/c's of existing customer

Acquire all related ids of the Primary id and send racing /deracing request on Web-based system for flagging and grouping.

Use FD maturity reports/event based trigger's to track maturity of HDFC FDs and prevent outflow

Use updated wallet share data in CRM Next to track FDs in other banks and divert them into HDFC on maturity

Use updated Wallet share Data in CRM Next to track accounts and products with other bank and transfer the same

Know the customer's 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, Trade Forex, Cards etc and new products.

Promotion of digital platforms like net banking / mobile banking / Pay Zapp / Chillr / Smart Buy etc to customers

Meet customer engagement process as per guidelines laid down. i.e. Contacts Benchmark- 100 % of active groups to be contacted every month.

Personal Visit Benchmark - 100 % of active groups to be met atleast once in rolling 3 months i.e., 33.33 % unique visits per month.

Contacts Benchmark

For preferred -100 % of active groups to be contacted once every 2 months i.e., 50 % unique contacts per month.

For Imperia - 100 % of active groups to be contacted every month.

Personal Visit Benchmark-

For preferred -100 % of active groups to be met atleast once in rolling 4 months i.e., 25 % unique visits per month.

For Imperia - 100 % of active groups to be met atleast once in rolling 3 months i.e., 33.33 % unique visits per month