Retail branch banking - preferred relationship manager

Key Responsibility Areas : 6 – 8 Areas
Activities
HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)
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Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfoli
- o Acquire new customers who meet product criteri
- a Regular interaction with the customer to build rapport to understand and update the profile
-. Enhance the Overall value/book size of the portfoli
- o Maintain the overall quality / hygiene parameters of the portfoli
- o Cross selling products of the bank based on the customer nee
- d Joint calls being done along with Supervisor as per defined proces
- s Advisory services to be offered based on the requirement in coordination with PBG
-. Attrition control of customer
- s Achieving MTD and YTD Revenue Target
- s
Operations, Marketing & Proce
- sses Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure,
- etc)Ensure KYC ...

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