Portfolio Relationship Manager Asansol

Portfolio Relationship Manager Asansol

15 Aug
|
Genius Consultants
|
Asansol

15 Aug

Genius Consultants

Asansol

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 Asansol
🏢 Genius Consultants
📍 Asansol

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