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HR Executive at V-Konnect Associates Pvt Ltd.
Views:2100 Applications:50 Rec. Actions:Recruiter Actions:12
Relationship Manager - Acquisition - Liabilities & Investment Business - SME Segment - Bank (4-6 yrs)
Roles and Responsibilities:
Relationship Management :
- Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from SME segment.
- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
- Identify current and potential relationship with additional revenue potential and grow business
Generating Incremental Business :
- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
- Proactively sell the full range of consumer and commercial product to current and potential SME Relationships
- Increase balance in allocated portfolio either through Deepening or Acquisition
- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank
Customer Engagement:
- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
- Face to the client and person responsible for service and sales satisfaction of mapped clients
Investment Advisory
- Financial Planning and Investment Advisory to SME clients
- Driving revenue business to generate fee income through products like mutual funds, investments and insurance
Process and Audit
- Ensure all sales activity is recorded online as per the organizational process
- Capture and maximize the business opportunity through detailed client profiling as per organizational process.
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