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Relationship Manager - Sales - Premium Current Account (3-8 Yrs) Mumbai (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
JOB DESCRIPTIONPremium Current Account Relationship Manager Exp: 3-8 YrsLocation : Mumbai (Belapur ,Ghatkopar, Nerul, Vashi , Kharghar, Panvel and Chembur)Primary Skills: Sales, CASA , LiabilitiesOverall Goal: Current Account RM will be responsible for- Acquisition of new Business Entity customers and creating CA Book Management of Acquired Current Account customers- Enhancement of the relationship by cross-selling products and services as per the profile & need of the these current account customers- Deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers Make RBL Bank a primary bank for customer and get maximum wallet shareKey Result / Responsibility Areas :a) Acquisition of Business Entity (Current Account) customers -- Acquisition of NTB High Value Current Accounts- NTB Acquisition of Current accounts dealing in international Trade- Identify and Acquire New to Bank working capital limit customers with Trade Limits viz Buyers Credit, PCFC, LC,BG etc- Acquire New to Bank customer requiring Assets Limits Business Loans, Cash Management Services & Door Step Banking, API Banking and other allied Current Account services- RM will have to create his own CA book by self-sourcing, Market Visit & Industry & Area Scoping, External References &Leads.b) Portfolio Management -- Engage with Acquired customer on regular basis and ensure that Group company and Family customers also bank with RBL Bank- Regularly interact with the customer to build rapport, customer profiling should be used to set customer level objectives post discussion branch Manager/TL.- Customer interaction to be regular updated in system provided.- Ensure that within each customer group a minimum number of stipulated Income Generating products are sold as per the customers profile and needs. RM to Cross sell appropriate products to the customers and ensure activate usage.- Enhance Values within each of the customer groups by ensuring that a/cs are activated- Cross Sell Bank Products for revenue generation and engagement- Basis customer business requirement cross sell products like POS , Payment Gateway, Trade /Forex ( LC /BG/ Remittance /OD) , Doorstep Banking Services.- Cross Sell various RBL Bank products like TPP, FD. Credit Card, Loans to customers and related group business/ family- Drive active business transaction through RBL bank account- Should know the customer s business in order to provide banking and financial solutions- Register customer for various Direct Banking Channels of the bankB) Customer Services- Ensure quality customer service is delivered- Recording complaints as per the specified process- Resolving all complaints received from portfolio customers within the stipulated TAT s and ensure appropriate customer communication on closures- Preventive complaint management by regular interaction with the customersC) Target Achievement PC- RM will be given a quarterly and yearly target on revenue, product cross sell and book value build up- Basis the Target the RM will be tracked on regular basis for achievement of the Targets - CA RM will be evaluated on Portfolio Score CardCompetencies:- Sales and Influencing Skills- Banking Product & Process Knowledge. The candidate should have past experience of Current Account product & processes, Trade & Forex , Door Step banking and other current account related products. Planning and Organizing Skills- Communication & Writing skills- Knowledge of Competition & Current trends in financial Industry.Preferred Sector: BSFIEducation: Post GraduateExperience: Above 3 years in a Current Account /Trade- Forex sales & / or relationship role in any of the sectors mentioned above (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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