Elite Relationship Manager

To Handle portfolio of HNI customers of bank and cross sell various products according to clients need. Liability Product selling, education on product features Acquire new customers through referrals from existing customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile.

Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the customers requirement.

Attrition control of customers Achieving MTD and YTD Revenue Targets Achievement of income plans and other benchmarks within portfolio Requirements Educational Qualifications: Graduation/Post-Graduation Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Key Skills: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.

Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 4 - 6 years of experience Post Graduate - 2 -4 years of experience Customer orientation High energy levels with a motive to succeed