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Priority Relationship Manager

Full time @AV Global Advisory Services in Banking
  • Post Date : 03/02/2024
  • Salary: Rs500,000.00 - Rs1,000,000.00 / Yearly
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Job Detail

  • Salary Yearly
  • Career Level Manager
  • Experience 8 Years +
  • Gender Any
  • Qualifications UG
  • Location
    Chennai, Bangalore, Hyderabad

Job Description

Urgent Vacancy – Leading Bank

Role – Priority Relationship Manager

Location – Chennai, Bangalore, Hyderabad

 

 Job Description :

– Priority Banking Relationship Manager the single point relationship management official of the Bank for the high net worth customers in the Priority Banking Segment of Bank.

– A PB RM is primarily responsible for providing financial solutions to the Priority customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.

– He/ She is responsible for deepening the existing relationships by cross selling of Bank’s products and Services/ third party investment products. PB RM also enhances the book through new customer acquisitions.

– He/ She is also involved in increasing customer engagement through other non investment products like Forex, Remittances, Loans, etc. to the new and existing customers.

– PB RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions.

– He/ She also updates Bank’s internal systems like the Daily activity tracker – DAT, Customer Profiling etc for monitoring, accurate reporting and MIS.

 

Required skills