Priority Relationship Manager
Full time @AV Global Advisory Services posted 4 months ago in BankingJob Detail
-
Salary Yearly
-
Career Level Manager
-
Experience 8 Years +
-
Gender Any
-
Qualifications UG
-
LocationChennai, Bangalore, Hyderabad
Job Description
Urgent Vacancy – Leading Bank
Role –Â Priority Relationship Manager
Location – Chennai, Bangalore, Hyderabad
Â
 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.