Priority Relationship Manager
Full time @AV Global Advisory Services posted 6 months ago in BankingJob Detail
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Salary Yearly
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Career Level Manager
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Experience 8 Years +
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Gender Any
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Qualifications UG
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LocationChennai, Bangalore, Hyderabad, Kerala, Andhra Pradesh
Job Description
Urgent Vacancy – Leading Bank
Role –Â Priority Relationship Manager
Location – Chennai, Bangalore, Hyderabad, Kerala, Andhra Pradesh
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 Job Description :
– Priority Banking Relationship Manager the single point relationship management official of the Bank for the high net worth customers in the Priority Banking Segment of Bank.
– A PB RM is primarily responsible for providing financial solutions to the Priority customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.
– He/ She is responsible for deepening the existing relationships by cross selling of Bank’s products and Services/ third party investment products. PB RM also enhances the book through new customer acquisitions.
– He/ She is also involved in increasing customer engagement through other non investment products like Forex, Remittances, Loans, etc. to the new and existing customers.
– PB RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions.
– He/ She also updates Bank’s internal systems like the Daily activity tracker – DAT, Customer Profiling etc for monitoring, accurate reporting and MIS.