Relationship Manager CASA Synergy Plus Business Consulting Group Hiring For for a pvt Bank
Synergy Plus Business Consulting Group Hiring For for a pvt Bank
Office Location
Full Time
Experience: 2 - 2 years required
Pay: INR 250000 - INR 500000 /year
Type: Full Time
Location: Gurugram
Skills: branch banking, RM, Relationship management, saving account, casa sales, personal banking, Portfolio Management, current account
About Synergy Plus Business Consulting Group Hiring For For A Pvt Bank
Job Description
Dear Candidate,
Were Hiring: Relationship Manager portfolio Handling role in a Leading Private Bank
Position: Relationship Manager
Grade: Assistant Manager/Deputy Manager
Experience Required: 2+ Years in Relationship Management & Portfolio Handling
Location: Gurgaon
Key Responsibilities:
-
Key Responsibilities
1 Portfolio Management regularly contacting and meeting portfolio clients.
Profiling the clients and cross selling various products
2 Acquiring new relationships through references and catchment mapping
3 Sourcing Family a/cs to strengthen and enhance the relationship
4 Cross selling various engagement products- FD, RD, SIP, Locker, debit and
credit cards ad this is an entry level segment
5 Deepening of Portfolio by cross selling various revenue products like
Assets, TPP and Liabilities
6 Ensuring the customers are meeting the criteria for Aspire relationships
sourcing quality a/cs
7 Achieving CASA and Total Deposit targets set for the RM
8 Fee Revenue Fee revenue targets to be met by cross selling multiple
product lines to all customers
9 Mandatory certifications (AMFI and IRDA) and other internal training
modules to be completed
10 Channel penetration like netbanking, mobile banking, Bill payments , SI
registrations and ASBA setup
How to Apply:
Send your updated resume to:
recruiter4.spbcgroup@gmail.com
Contact Hemlata at 9315128588 for more information.
Join a dynamic team and take the next step in your wealth management career!