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Relationship Manager - Retail Liabilities (2-10 yrs)

2-10 years

Relationship Manager - Retail Liabilities (2-10 yrs)

Way To Go Consulting

posted 13hr ago

Job Role Insights

Fixed timing

Key skills for the job

Job Description

- Provide financial solutions to the Priority customers while maintaining high service standards

- Maintain complete customer profile including the risk profile, demographics and assets in the bank

- Enrich relationships and garner higher wallet share through customer engagement activities

- Deepen the existing relationships by cross selling the Bank's products and services/third party investment products

- Identify potential customers who can be sold tailored products to enhance product penetration

- Acquire new customers by converting referral leads

- Achieve targets as assigned by the organization on a monthly basis

- Record and track all engagement activities through the CRM system

- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.


Functional Areas: Sales

Read full job description

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What people at Way To Go Consulting are saying

What Way To Go Consulting employees are saying about work life

based on 26 employees
75%
90%
100%
100%
Strict timing
Monday to Saturday
No travel
Day Shift
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Way To Go Consulting Benefits

Job Training
Team Outings
Work From Home
Soft Skill Training
Free Food
Education Assistance +6 more
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