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Jyoti Sharma

Team Lead at V-Konnect Associates

Last Login: 13 May 2021

3871

JOB VIEWS

52

APPLICATIONS

22

RECRUITER ACTIONS

Job Code

472946

Relationship Manager - Retail Banking

4 - 8 Years.Delhi NCR
Posted 6 years ago
Posted 6 years ago

We are hiring for one of the leading Bank for Delhi/NCR

Job Description :

Responsibilities :

Relationship Management :

- Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI 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 HNI Relationships

- Increase CASA balance in allocated portfolio either through Deepening or Acquisition

- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet

Customer Engagement :

- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

- Face to the client and First person Responsible for service and sales satisfaction of mapped clients

Investment Advisory :

- Financial Planning and Investment Advisory to HNI 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

If anybody is interested mail me updated resume OR CONTACT 0124-4346327)

Jyoti Sharma
V-Konnect Associates

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Posted By

user_img

Jyoti Sharma

Team Lead at V-Konnect Associates

Last Login: 13 May 2021

3871

JOB VIEWS

52

APPLICATIONS

22

RECRUITER ACTIONS

Job Code

472946

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