Company Name:

Position Title:

Preferred Relationship Manager

Job Specialization:

(To be selected from dropdown)

Banking/Financial Services

Primary Job Role:

(To be selected from dropdown)

Others

Company Industry:

(To be selected from dropdown)

E.g. An account executive in software company will have industry, (computer/ software)

Banking/Financial Services

Employment Type:

Full-time/Part-time/Contract/Temporary/Internship

Full-Time

Which

Function

Sub-functions

will the job be assigned to:

(To be selected from dropdown)

Retail Liabilities

Retail Branch Banking

Required education levels

(To be selected from dropdown)

Any Graduate/Post Graduate/Professional Degree

Requirements

(Education, Experience, Specialization & Position Level criteria auto-populated basis the above input)

Candidate must possess at least a Graduate/Post

Graduate/Professional Degree in any field.

At least 3 years of working experience in the related field is required for this position.

Preferably Managers specializing in Banking/Financial Services or equivalent

Job role in Retail Banking / Branch Operation or equivalent

Knowledge of the Banking Industry and Financial Markets
Good Relationship Management & service focus Skills
Good Communication & Presentation Skills
Interpersonal & Influential Skills.
Should have a good knowledge of Liability and Third Party Products like Mutual Fund, Insurance
Certification:
AMFI Certification
NCFM Certification (Optional)
CAIIB (Optional)
Internal Certifications

Position Responsibilities:

Acquisition of new Preferred customers
Enhancement & deepening of  the existing relationship by cross-selling products and services as per the profile & need of the customer
Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers
Utilizing the sales resources (BDR or Contractual Executives or Asset Coordinator) for optimal sales support
Sales across all product segments – Third Party Products, Assets, Cards etc.
Ensure certification of documentation required for opening and maintaining customer accounts
Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)