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Relationship Manager- ( Branch Banking)

1.00 to 6.00 Years   Ahmedabad   22 Jan, 2021
XWELL HUMAN RESOURCE Hiring For Branch Banking
Job LocationAhmedabad
EducationNot Mentioned
SalaryRs 2.5 - 5 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

  • Responsible for acquisition of CASA, Term Deposits and managing relationship value ( RV) of existing TASC
  • Responsible for managing an Institutional Banking portfolio
  • Opening TASC accounts and Deliver an excellent service.
  • Understand TASC KYC / Documentations and Pitch banks USP to TASC stakeholders
  • Generate leads for other banking products offered by the bank like Assets, insurance, TPP
  • Source TASC accounts based on leads generated or through self sourcing
  • Handle the service requirement of customers, Handle the investment portfolio of the customer
  • Position our value proposition linking benefits to the customers key business requirement / issues
  • Coordinate with the key customers and internal teams to ensure standard service delivery
  • Achievement of monthly sales target.
  • Ensuring the processes are understood & the same is carried out in regular functioning
  • Building and maintaining relationship with External (hight net worth TASC clients) and Internal stakeholders
  • Achieve the assigned top line and CASA numbers and values.
  • Cross Sales Casa Sales, Life Insurance, Health Insurance, General Insurance, Loan, FD, Mutual Fund Sales

Keyskills :
loanscasa salesmutual funds salesbankingbranch bankingbanking saleshni client handlinginsurancebanking productscross selling

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