- Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share.
- Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy.
- Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on boarding of customers. Ensure service levels are constantly improving.
- Meet Customer Migration targets.
- Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team.
- Ensure compliance with operations risk and rigour requirements & Safety standards, security of premises, KYC and anti-money laundering measures.
- Establish DBS Bank as a wealth management provider in India. Undertake frequent competitor analysis so that DBS product suite is in line with (or ahead of) competing banks. These updates to be shared with seniors at regular intervals. Also suggest local promotional activities which will help reinforce the DBS brand.
- Facilitate the distribution of third party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer. This will entail constant interaction with the asset management companies & customers.
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Relationship Manager
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Relationship Manager
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Bandhan Bank Kolkata, IndiaLocation: South & Central Kolkata · Requirement: · The candidate needs to have minimum 3-5 years' experience in wealth management. · The candidate needs to be both NISM and IRDA certified with active certifications. · Minimum education qualification is graduation. · The followi ...
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Samriddhi Mantra Placement Services Kolkata, India Full timeCompany Profile - Our client is a Leading Insurance Broking firm in India · Job Title: Relationship Manager ( 1 or more years experience ) · Job Location: Kolkata · CTC - Upto 6.00 Lakhs · Position Name: Relationship Manager/ Business Development · Location: Kolkata and Indore · ...
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Relationship Manager
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Relationship Manager
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Relationship Manager
2 days ago
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3 days ago
Augmented Resourcing Pvt. Ltd. Howrah, India Full timeDear Candidate, · We are hiring for sales professionals for our premium client in the INSURANCE Sector. · Position- AM/DM/RM · Reporting - Area Relationship Manager · Location - Howrah/kolkata/Asansol/Allahabad · KEY RESPONSIBILITIES: · Service through relationship management · E ...
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Vendor Relationship Management
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Senior Relationship Manager
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Priority Relationship Manager
5 hours ago
Standard Chartered Bank Kolkata, India Full timeRole Responsibilities · Acquiring, growing and deepening Priority Banking customer relationships through effective relationship management · Focus on the analysis and satisfaction of Priority Customers' financial as well as investment needs and objectives. · To provide the face ...
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Senior Relationship Manager
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iimjobs Kolkata, India Full timeHiring for Leading Bank · Role - Senior Relationship Manager/Relationship Manager - Healthcare Equipment Finance · Location - KOLKATA · Key Responsibilities: · 1. Develop and maintain relationships with healthcare equipment suppliers and healthcare providers. · 2. Identify and pu ...
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Mutual Funds Relationship Manager
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Waytogo Consultants Kolkata, IndiaResponsible for New Client Acquisition and Inactive client activation · 2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team. · 3. Manage the existing clients and build AUM. · 4. Responsible for Client and distribution servicing & active involvment in ...
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Relationship Manager Business Banking
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DBS Bank Kolkata, IndiaRelationship Manager Business Banking - CPS-(WD54652) Position Title: Relationship Manager · Department:SME, India, IBG4 · Reports To: Regional Sales Head – Assets · Job Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position ...
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Senior Priority Relationship Manager
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Standard Chartered Bank Kolkata, India Full timeRESPONSIBILITIES · RELATIONSHIP MANAGEMENT · Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. · Provide professional customer service to achieve a high percentage of customer satisfaction and retention. · Manage ...
Treasures Relationship Manager - Kolkata, India - DBS Bank
Description
Treasures Relationship Manager -(WD55468)Job Purpose
To deliver exceptional sales performance by identifying and meeting customer needs through selling & cross-selling of all DBS Banks CBG products & services. To manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship management
Key Accountabilities
Job Duties & Responsibilities
·Manage customer's issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.
·Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades.
·Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements.
·Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers' queries.
·Work hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives of the team are met and there is team harmony and unity.
·Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers' queries.
·Work hand in hand with other business units to ensure that objectives of the team are met and there is team harmony and unity.