Portfolio Relationship Manager - Bank (1-2 Yrs) Chennai (BFSI Sales)

- Identify potential catchment areas to acquire HNI/Affluent liabilities customers for Equitas Bank.- To do marketing activities and generate leads for acquiring HNI/Affluent customers.- Build a database of customer leads through references.- Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits.- Communicate clearly to customers on the requirements for various types of products, services, documents to be provided to the bank.
-Also clearly explain the customer on required balances/deposits to be maintained to avail various products and services.- Ensure that all customer documents are verified with originals and are handled with care and confidentiality.- Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank.- Maintain continuous communication with customers on the status of their account opening process.- Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements - for example, relevant loan products, investment products etc.- Build reference network from newly signed up customers for potential leads.- Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the superviso (ref:updazz.com)

Payroll Type : Permanent