Preferred Relationship Manager (2-3 Years) - Tarn Taran

Full Time
Employment Information

We are hiring Preferred Relationship Manager in Tarn Taran with one of Reputed Private Sector Bank with around 100+ branches in Punjab territory. 

 

Post: Preferred Relationship Manager (Sr. RM)

Location: Tarn Taran, Punjab

Salary: 4.80 -6.80 LPA

Experience Required: 2-3 Years 

 

As a Sr. Relationship Manager in Tarn Taran, you are responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/c , retaining and enhancing the relationship. 

 

With it, RM is responsible for acquiring new to Bank Imperia relationships.

  • Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
  • HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)
  • Acquire new customers who meet product criteria nearby/in Tarn Taran,
  • 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 products of the bank based on the customer need
  • Joint calls being done along with Supervisor as per defined process
  • Advisory services to be offered based on the requirement in coordination with PBG.
  • Attrition control of customers
  • Achieving MTD and YTD Revenue Targets
  • Product Penetration & contribution towards focused product
  • Provide excellent customer service
  • Ensure smooth transition of handover/takeover of the portfolio

 

Requirements to apply Sr. RM Job in Tarn Taran

  • At least 2-3 years of work experience in sales, preferably in the Banking or Insurance industry.
  • With same, Excellent communication and interpersonal skills to manage HNI Client over Tarn Taran area.
  • Strong sales and negotiation skills to upsell banking products to the customer. 

 

Tags: HNI careers in Tarn Taran, Bank RM jobs in Tarn Taran, Banking career in Tarn Taran, Relationship Manager Jobs in SBI at Tarn Taran, Private Bank jobs in Tarn Taran. 

At all, working for - bank in Tarn Taran can offer many benefits, including career growth and development, job security, competitive compensation, work-life balance, exposure to diverse industries, community involvement opportunities, and access to resources and training.