Relationship Manager - Ahmedabad, India - Mintskill HR Solutions LLP

Description

Job Description
Job Purpose:
To understand and offer services and products of the bank to corporate salary customers and ensure that all the processes as laid out by the bank are followed properly without any deviations under the guidance and supervision of the supervisor as per the expectations of the bank and its constituents

Job Responsibilities:
Acquisition

• To generate new corporate relationship (COCO's)
  
• To conduct regular activities in corporates /ATM's for lead generation
  
• To generate cross sales of various liability/asset products
  
• Acquiring new customers who meet product criteria
  

Market penetration:

• To increase salary penetration of bank's share in corporates having multiple banking relationships
  
• Deepening of the salary relationship - new account acquisition and value build up in existing accounts
  

Customer service:

• To understand the offer/arrangement made to the Corporate by the bank
  
• To identify and resolve service issues of the Corporate
  
• To ensure that all accounts signed up with the corporate gets salary credits
  
• Servicing all financial needs of the flagged customer
  

Customer engagement:

• Ensure each corporate has positive profitability
  
• Ensure contact with key people at the corporate
  
• 100% Portfolio Corporates to be visited in person in every 2 months.
  

Cross Sales:

• Selling all products to the relationship - core and cross sell
  

Operations & Digitalisation:

• To maintain call reports and MIS as required
  
• Ensure that all corporates are migrated on to E-net salary upload system
  

Key Skills:

• Corporate Sales and Influencing Skills
  
• Excellent skill in Relationship Management
  
• Banking Product & Process Knowledge
  
• Planning and Organizing Skills
  
• Communication
  
• Knowledge of Competition & Current trends in financial Industry.
  
• Good knowledge of liability and third party Products like Mutual Fund and Insurance
  

Requirements

Graduation / Post-Graduation

Certifications:

• NISM Certification V-A
  
• IRDA Certification
  
• NCFM Certification (Optional)
  
• CAIIB (Optional)
  
• Internal Certification
  
• GI certification
  

Experience Required:

• Minimum experience in years – 3 yr
  
• Exposure to related field
  

Requirements
Graduation / Post-Graduation Certifications: NISM Certification V-A IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Experience Required: Minimum experience in years – 3 yr Exposure to the related field