Relationship Manager - Sales - Bank (3-8 Yrs) Goa/Patna (BFSI Sales)

Relationship Management :- Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers- Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment- Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet- Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc- Proactively sells the full range of consumer and commercial product to current and potential Relationships- Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio- Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bankCustomer Engagement:- Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values- Face to the client and First person Responsible for service and sales satisfaction of mapped clientsInvestments- Analyses financial needs of the customers and offer appropriate product with utmost transparency- Drives revenue business to generate fee income through products like mutual funds, investments and insuranceAudit & Compliance- Adheres to the Bank s policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) (ref:updazz.com)

Payroll Type : Permanent