Preferred Relationship Manager - Branch Banking
SkillLabs
Date: 2 weeks ago
City: Udaipur, Rajasthan
Contract type: Full time
- Manage and develop relationships with Preferred/affluent banking customers.
- Acquire new customers through references, leads, branch walk-ins, and local market activities.
- Sell banking products such as savings/current accounts, fixed deposits, mutual funds, insurance, loans, credit cards, and investment products as applicable.
- Achieve assigned sales, revenue, and customer acquisition targets.
- Understand customers’ financial needs and provide suitable product solutions.
- Maintain regular contact with existing customers and identify cross-selling and upselling opportunities.
- Ensure high-quality customer service and resolve customer queries or coordinate with relevant teams for resolution.
- Generate leads through customer referrals and networking.
- Maintain accurate customer records and ensure compliance with KYC, AML, and bank policies.
- Coordinate with branch operations and other departments for smooth processing of customer requests.
- Monitor portfolio performance and deepen relationships with existing customers.
- Relationship management and sales skills
- Good communication and interpersonal skills
- Customer acquisition and cross-selling
- Knowledge of banking and financial products
- Target-oriented approach
- Basic knowledge of KYC/AML and banking compliance
- Ability to build relationships with affluent/preferred customers
- Local market/networking skills
- New customer acquisition
- CASA/deposit growth
- Investment and insurance sales
- Loan/credit-card referrals
- Cross-sell ratio
- Revenue generation
- Customer retention and service quality
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