Relationship Officer / Relationship Manager

Hyrefox Consultants Pvt. Ltd.
Experience : Freshers
Education : Any Graduate
Location : Bangalore
Job Role : Others
Posted on 04 Jan 20
Job is expired
Job DescriptionLast Date 02 Feb 20
Description:

The key priorities for the Retail Bank are the acquisition of new customers, ensuring we become the Primary Bank by meeting the financial needs of our customers, growing CASA & Retail Deposits and increasing cross-sell of all products offered by the Bank.

Job Purpose:

Reach Business goals through qualitative business, convert leads to business opportunities, negotiating terms to meet client requirements within the broad policy norms of the Bank and be the interface between the bank and the client for the retail segment.

Principal Accountabilities of the Role:

  • Acquire Affluent Customers.
  • Acquire Early Affluent/Affluent customers.
  • Manage Relationships.
  • Manage the 100 200 customers of the branch who can be in a combination with the following. C1+C2( AUM between 1- 10Lacs),SB > 1 Lacs of Avg balance, CA> 3 Lacs of Avg Balance, FD> 10 Lacs.
  • One point of contact for all customers for Wealth as well as Service requirements of the customers.
  • Cross-sell various products depending on the Need analysis of the customers, which are Assets, BB, NTFX, Credit cards, 3-in -1 Trading, FES cards.
  • Do basic Financial planning of the customer and conduct Need analysis.
  • Cross-Sell investments, life insurance, general insurance and SIP.
  • Ensure AMFI and IRDA certification.
  • Ensure all customer instructions are executed the same day.
  • Ensure 100% documentation of all transactions.
  • Drive Nonprimary customers in their base towards Primary.
  • Driving multi-product strategy in the tagged base.
Job Type : Full Time
Interview Type : Face to Face Interview
Company Description
HyreFox is an online marketplace that connects employers with a national network of seasoned headhunters. Rather than being chained to the phone with headhunters all day, HyreFox guarantees efficient collaboration with the headhunter channel through a single Web-based application.
Job is expired
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