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Top Bank-Branch Relationship Manager

Keywords / Skills : Retail Sales, Relationship manager, Selling, BD, Sales, Marketing, Insurance, Direct sales, Current Account, savingSavings Account, CASA, Liabilities, Retail Liabilities

2 - 5 years
Posted: 2019-03-30

Job Description
Branch Relationship Manager

KRAs:

Customer book handling . Generating additional revenue from existing customers by targeting higher wallet

share & cross sales of bank products.

To handle customer service requirements like account opening, DMAT account opening, grievances, liability

product selling, education on product features, cheque book issuance.

Achievement of Sales targets for CASA no & Value, etc for bank and investment products (TD, GI , LI , DMAT,

MF). Going beyond the professed need of the customer by providing other products. Enhancement of

customer value.

Cross-sale of assets products.

Quality of advice given to customers as determined by customers and supervisor.

Speed and efficiency of service given.

Back-up to relationship managers/BM holding HNI relationships.

Ensure low attrition ratios.

EXPERIENCE, QUALIFICATIONS & QUALITIES:

Graduates with total experience of 2-5 years with relevant exp of atleast 1 year in financial services or banks.

MBA with lesser experience is also OK.

Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be

acceptable.

Experienced customer service candidates from financial services ( those from MFund, securities

houses etc) with sales orientation can be considered

OTHERS:

Reporting to: Branch Managers

THE ROLE (bold):

REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST

EFFICIENCY THROUGH PROCESS

 Interested candidates share CV on [HIDDEN TEXT].



--
Thanks & Regards
Vaidehi - HR Consultant
GIPS Consultancy Services
Branch Offices at Delhi & Ujjain
[HIDDEN TEXT]


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