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Relationship Manager | Current Account (Private Bank)

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Place of work New Delhi
Contract type -
Start date -
Salary -

Job details

Job description, work day and responsibilities

Acquire new to bank SME customers by providing corporate banking solutions while maintaining high service standards.
• Candidate should handle high value Current Account, Trade and Forex.
• Maintain complete customer profile including the risk profile, demographics and assets in the bank.
• Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS etc.
• Deepen the existing relationships by providing them Corporate solutions like Trade and Forex, CMS and SME Loans.
• Identify potential customers who can be sold tailored products to enhance product penetration.
• Acquire new customers by converting referral leads.
• Achieve targets as assigned by the organization on a monthly basis.
• Record and track all engagement activities through the CRM system.
• Coordinate with Service Team to resolve any issue raised by the client.
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.

Company address

India
Delhi
New Delhi Show on map Get directions
Company Name: Waytogo Consultants
Apply and send CV Recommend to friend
Offer ID: #856575, Published: 3 months ago, Company registered: 3 months ago

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