Retail Branch Banking - Preferred Relationship Manager

Full-time Sales

Key Responsibility Areas : 6 – 8 Areas Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfoli oAcquire new customers who meet product criteri aRegular interaction with the customer to build rapport to understand and update the profile .Enhance the Overall value/book size of the portfoli oMaintain the overall quality / hygiene parameters of the portfoli oCross selling products of the bank based on the customer nee dJoint calls being done along with Supervisor as per defined proces sAdvisory services to be offered based on the requirement in coordination with PBG .Attrition control of customer sAchieving MTD and YTD Revenue Target s Operations, Marketing & Proce ssesError free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)Ensure KYC / AML norms are adhered to at all points of timeEnsure that 5-S norms are adhered to...