- 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 recent 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.

- MIS generation.

- Prefer candidates from Banks, Securities, MF & Insurance​

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📌 Relationship Manager - CASA - South (Chennai)
🏢 Important Company of the Sector
📍 Chennai