Relationship Manager - CASA - Delhi/NCR

Mintskill HR Solutions LLP; India; On-site; INR 350,000 - 500,000; Full time

Job summary

Mintskill HR Solutions LLP seeks a banking relationship executive to manage a portfolio of high-net-worth customers, educate them on product features, and cross-sell bank services. The role emphasizes revenue generation and portfolio growth.

You will acquire new customers through referrals, maintain regular contact to understand needs, and advise on suitable financial products. Collaboration with supervisors is required to follow defined processes.

Qualifications

• Revenue generation and cross-selling financial products.
• Customer acquisition and retention focus.
• Efficiency through process improvements.

Responsibilities

• Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
• Acquire new customers through referrals from existing customers who meet product criteria
• Regular interaction with the customer to build rapport to understand and update the profile.
• Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
• Advisory services to be offered based on the customers requirement.
• Achieving MTD and YTD Revenue Targets
• Achievement of income plans and other benchmarks within portfolio

Skills

Revenue Generation

Customer Acquisition

Customer Retention

Cost Efficiency Through Process

Job description

• To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
  
• Liability Product selling, education on product features
  
• Acquire new customers through referrals from existing customers who meet product criteria
  
• Regular interaction with the customer to build rapport to understand and update the profile.
  
• Enhance the Overall value/book size of the portfolio
  
• Maintain the overall quality / hygiene parameters of the portfolio
  
• Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
  
• Joint calls being done along with Supervisor as per defined process
  
• Advisory services to be offered based on the customers requirement.
  
• Attrition control of customers
  
• Achieving MTD and YTD Revenue Targets
  
• Achievement of income plans and other benchmarks within portfolio
  

Requirements

• Revenue Generation, CustomerAcquisition, Customer Retention, Cost Efficiency Through Process