Relationship Manager - CASA - South

Mintskill HR Solutions LLP; Chennai District; On-site; INR 450,000 - 650,000; Full time

Job summary

A recruitment agency is looking for a banking professional to manage high net worth individual (HNI) customers. The role focuses on cross-selling various bank products based on customer needs, maintaining a portfolio, and achieving revenue targets. Candidates should have a management degree and at least 3 years of experience in banking or financial services. Strong communication skills and the ability to develop customer relationships are essential.

Qualifications

• Minimum 3 years of experience in banking or financial services.
• Preferred candidates from Banks, Securities, Mutual Funds & Insurance.
• Good Communication Skills Preferred.
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• Prefer candidates from Banks, Securities, MF & Insurance

Responsibilities

• Handle portfolio of HNI customers and cross-sell various products.
• Acquire new customers through referrals and maintain customer relationships.
• Achieve revenue targets and manage customer attrition.
• 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

Skills

Good Communication Skills

Banking Relationship Management

Sales and Cross-Selling

Portfolio management

Education

Graduate preferably Management Graduate

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

• Graduate preferably Management Graduate.
• Minimum Experience 3 years
• Good Communication Skills Preferred
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• Prefer candidates from Banks, Securities, MF & Insurance