Portfolio Relationship Manager (Kolkata)

Portfolio Relationship Manager (Kolkata)

13 Aug
|
Genius Consultants
|
Kolkata

13 Aug

Genius Consultants

Kolkata

Role & responsibilities
- Acquire current customers by generating leads from the market and from existing customers
- Achieving PB annual income plan on MTD and YTD basis and driving the sales of the branch for achievement of the Branch target segment/product wise.
- Maintain the hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc above the benchmark for the portfolio.
- Tracking the quality parameters of the portfolio like eligible customer base, CTG ratio, income product penetration ratio and others
- Upgrading customer on the 4 pillar of digital banking like banking transaction, bill payment, shopping, investing and loans.
- Migrate customers to digital products like net banking, mobile banking, and inform about digital asset products.
- Maintain the list of Active and Inactive customers for both CA & SA and engage with the customers for balance build up and cross sell of bank and third party products

📌 Portfolio Relationship Manager (Kolkata)
🏢 Genius Consultants
📍 Kolkata

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