Relationship Manager & Relationship Officer
- Unity Small Finance
- 2 - 6 years
- Kolkata
- 5 days ago
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Job Description
Looking for localized candidates having exposure with branch banking and other TPP products.
Role & responsibilities
- Adherence to Bank and Regulatory guidelines
- Individually acquire and nurture relationships of the bank through all banking products
- Generate new business to achieve defined sales targets
- Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues.
- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
- Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.
- Manage the portfolio to de-risk against attrition and achieve stability of book.
- Manage the key performance indicators at the highest level.
- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
- Achieve the Targets set in terms of product mix.
- Achieve best in class productivity in order to maximize the efficacy of the sales process.
- Achieve the budgeted cross sell targets.
- Aggressive Sales call plans to acquire large prospective customers through referrals.
- Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions)
- Ensure compliance with these policies and procedures on an ongoing basis.
- Any suspicious transaction must immediately be reported to the supervising officer.
- Get additional New to the bank Customers (NTBs)
- Generate new customer leads through various channels
- Proactively identify sales prospects and conduct business development activities
- Follow up on new leads and referrals to generate business
- Achieving the monthly sales targets, cross sell assets and fee products
- Follow various internal guidelines and procedures of the bank
- Ensure customer satisfaction through regular engagement and enhance customer wallet share.
- Resolve customer queries/issues and facilitate customer service
- Maintain periodic status reports, including daily activity report and calls/follow-ups made
- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
- Portfolio management of customers between identified thresholds.
- Activation of inactive accounts
- Cross sell Liability, Assets and TPP Products.
- Upsell and up tier customers to higher variant of products and services
- Achieve monthly budgets.
- Service walks ins and existing customer in branch and outside of branch
- TDS, 15G, 15H handling in branch
- Get additional NTB customers to the bank
- Customer on-boarding
- Adherence to Banks and regulatory guidelines
Job Classification
Industry: BankingFunctional Area / Department: BFSI, Investments & TradingRole Category: BFSI, Investments & Trading - OtherRole: BFSI, Investments & Trading - OtherEmployement Type: Full timeContact Details:
Company: Unity Small FinanceLocation(s): Kolkata+ View Contact
Keyskills: casa Cross Sales Retail Banking Banking Operations Retail Liabilities Cash Handling Third Party Products Retail Branch Banking cross selling sales Teller Operations RD TPP Fixed Deposits Liabilities
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