Posted By: I mates Consultants | Posted on: June 24, 2019
Chennai Bengaluru/Bangalore
600000-800000
3-6
Description:

Profile - Relationship Manager | Portfolio Management | Current Account 

Scope of the role - Acquisition of new Business Entity customers and enhancement of the relationship by cross-selling products and services as per the profile and need of these current account customers.

Responsibility - 

1) Acquisition of new Business Entity customers and creating CA Book

2) Management of  Acquired Current Account customers.

3)Enhancement of the relationship by cross-selling products and services as per the profile and need of the these current account customers.

4) Deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.

5) Regularly interact with the customer to build rapport, customer profiling should be used to set customer level objectives post discussion branch Manager/TL. Customer interaction to be regular updated in system provided.

Ideal Candidate -  Candidates having above 3 years of experience in Current Account /Trade- Forex  sales & / or relationship role in any of the sectors mentioned above.

Skills:
portfolio management customer services target achievement sales

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