Current Account Relationship Manager - RBB - Gujarat

• Sourcing High net worth customer relationship for liabilities CASA ,EXIM and TFX for the bank.
  
• To handle a Portfolio of Current account customers with grouped Savings Accounts and Fixed Deposit Accounts.
  
• Ensuring time bound resolution of Customer Requests/Queries as per satisfaction of customer and within the regulations of the bank.
  
• Delivery of Value growth in portfolio over the base value from the time of portfolio Handover.
  
• Ensuring proper on-boarding of converted New-to-Bank(NTB) customers. This includes installing the application on customer s device and explaining in detail each feature of the application.
  
• Maintaining Portfolio Hygiene by ensuring proper KYC updation, Beneficial Ownership details, and compliance regulations.
  
• Ensuring that the customer faces no bottlenecks while purchasing the above mentioned products.
  
• Contacting customers (Non Portfolio) based on data provided in CRM application and understanding customer needs/requirements.
  
• Administer and ensure compliance to all sales practices in branch
  
• Meet the business targets
  
• Identify sales opportunities
  
• Direct operational activities on a day-to-day basis
  
• Acquire new business in to new and old customers
  
• Source accounts of small businesses and as well as households
  
• Achieve sales targets
  
• Maintain stability in smooth-functioning of the activities in branch
  
• services and assist to resolve customer queries
  
• Generating prospects Lead for bank in LAP, CC ,OD, PL, HL, GL,LI.
  
• Daily send customer contactability for reporting authority.
  
• Regular contact with all mapped clients through weekly/monthly calls.
  
• Resolution of queries for all managed client within TAT specified.
  
• All types of POS merchant service provided like MSWIPE, MTNL,GPRS .And good rate rental.
  
• Accessing feedback and suggestion from the customer for improvement.
  
• Come up with new ideas and innovative things to increase the business.
  
• Always keep positive attitude towards the target before time.
  
• Providing merchant services to customers.
  
  
  

Requirements

• Graduation
  
• Post-Graduation
  
• Minimum experience in years 2 to 6 (Preferable Banking Experience)
  
• Exposure to Portfolio Management Segment
  

• AMFI Certification
  
• IRDA Certification
  
• NCFM Certification (Optional)
  

Benefits