Resource Specialist at Forret India
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Preferred Relationship Manager - Bank (3-12 yrs)
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
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