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- AcquiringTrade Clients Assets ForexPortfolio management CASA values Sales toportfolio.
- Acquisitionof Trade Forex CurrentAccount
- Trade& Forex Bank Guarantee &Remittances
- Responsiblefor ensuring that current account opening process compliant withKYC guidelines and ensuring all the process comply with the RBIregulations
- Generatethe revenue for the Bank through remittances and other cross sellproducts
- Customizingproduct as per the customerrequirements
- Planthe activities to acquire New Clientacquisition
- Providingsupport in all the operational activities of thebank
- Providingsupport to subordinates for acquiring new quality current accounts(valuebuildup)
- Wealthportfolio and acquiring NTB Relations for Revenuegeneration.
- Generatingrevenue through cross selling assets and trade forex to all theportfoliocustomers.
- Facilitatingthe daily transactional needs of the Portfolio client baseincluding retail loan documentation processing deposits retail loanproceeds credit cards demat services transfers payments overdraftsand other routine transactions to enhance customerengagement.
- Supportingthe sales effort by making sales plan follow up calls schedulingappointments and maintaining and preparing client marketingmaterials.
- Developingand maintaining banking relationships with a select group of highnet worth customers ( Business Banking) throughindividualized customer services
- MISgeneration
- Graduate 4 6 years ofexperience AMFI / IRDA
- Post Graduate2 4 years of experience AMFI /IRDA
Elite Relationship Manager- Business Banking - Mumbai, India - Mintskill HR Solutions LLP
Description
Requirements
Developing and maintaining banking relationships with a selectgroup of high net worth customers ( Business Banking) throughindividualized customer services MIS generation Graduate - 4 -6years of experience AMFI / IRDA Post Graduate years ofexperience AMFI / IRDA