- Role/Function:
RB - Affluent
Business:Relationship Manager
- Department: Affluent Business
- Location: EC139_03:Raipur Circle,
- Openings: 1
- Experience: 2 to 7 (Years)
- Skills: Affluent RM
- Posted On: 23-Jul-2020
Key Responsibilities
· Provide
financial solutions to the Burgundy customers while maintaining high service
standards
· Maintain
complete customer profile including the risk profile, demographics and assets
in the bank
· Enrich
relationships and garner higher wallet share through customer engagement
activities
· Deepen
the existing relationships by cross selling the Bank's products and services/
third party investment products
· Identify
potential customers who can be sold tailored products to enhance product
penetration
· Acquire
new customers by converting referral leads
· Achieve
targets as assigned by the organization on a monthly basis
· Record
and track all engagement activities through the CRM system
· Comply
with KYC/SEBI rules, regulations, and legislation governing the Bank
Qualifications:
Optimal qualification for success on the
job is:
· Graduation/
Post graduation from a recognized institute
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