Synergy Relationship Manager - Pan India

Mintskill HR Solutions LLP; India; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Mintskill HR Solutions LLP is seeking a Synergy Relationship Manager for Pan India to manage a portfolio of high-net-worth banking clients, cross-sell products, and enhance value per client.

The role emphasizes advisory services, regular client interactions, achievement of revenue targets, and maintaining portfolio quality, with joint calls with supervisors as per process.

Qualifications

• Experience handling HNI banking clients and managing a portfolio.
• Ability to cross-sell banking products and provide advisory services.
• Track record of achieving revenue targets and maintaining portfolio quality.

Responsibilities

• Handle portfolio of HNI bank customers and cross-sell products as per client needs.
• Educate clients on product features and benefits.
• Acquire new customers through referrals and regular interactions.
• Maintain portfolio hygiene and enhance value/book size.
• Achieve MTD and YTD revenue targets and income plans.

Skills

Relationship mgmt

Cross selling

HNI portfolio

Advisory services

Target achievement

Education

Graduate

Post Graduate

Job description

Synergy Relationship Manager - Pan India

• 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 - 3 -5 years of experience
  
• Post Graduate - 2 -3 years of experience