Platinum Relationship Manager - Pan India

• To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
  
• Liability Product selling, education on product features
  
• Acquire new customers through referrals from existing customers who meet product criteria
  
• Regular interaction with the customer to build rapport to understand and update the profile.
  
• Enhance the Overall value/book size of the portfolio
  
• Maintain the overall quality / hygiene parameters of the portfolio
  
• Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
  
• Joint calls being done along with Supervisor as per defined process
  
• Advisory services to be offered based on the customers requirement.
  
• Attrition control of customers
  
• Achieving MTD and YTD Revenue Targets
  
• Achievement of income plans and other benchmarks within portfolio
  

Requirements

• Graduate - 4 -6 years of experience AMFI / IRDA 
  

• 4 -6 years of experience AMFI / IRDA
  
• Post Graduate - 2 -4 years of experience AMFI / IRDA
  

• Revenue Generation, Customer
  Acquisition, Customer Retention, Cost Efficiency Through Process