Privy Relationship Manager - Business Banking - Pan India
Mintskill HR Solutions LLP
- India
- Rs. 20,00,000 per year
- Permanent
- Full-time
- Acquiring Trade Clients, Assets, Forex,Portfolio management, CASA values, Sales to portfolio.
- Acquisition of Trade Forex Current Account
- Trade & Forex- Bank Guarantee & Remittances
- Responsible for ensuring that current account opening process compliant with KYC guidelines and ensuring all the process comply with the RBI regulations
- Generate the revenue for the Bank through remittances and other cross sell products
- Customizing product as per the customer requirements
- Plan the activities to acquire New Client acquisition
- Providing support in all the operational activities of the bank
- Providing support to subordinates for acquiring new quality current accounts (value buildup)
- Wealth portfolio and acquiring NTB Relations for Revenue generation.
- Generating revenue through cross selling assets and trade forex to all the portfolio customers.
- Facilitating the daily transactional needs of the Portfolio client base including retail loan documentation, processing deposits, retail loan proceeds, credit cards, de-mat services, transfers, payments, overdrafts and other routine transactions to enhance customer engagement.
- Supporting the sales effort by making sales plan, follow up calls, scheduling appointments, and maintaining and preparing client marketing materials.
- Developing and maintaining banking relationships with a select group of high net worth customers ( Business Banking) through individualized customer services
- MIS generation
- Graduate - 4 -6 years of experience AMFI / IRDA
- Post Graduate - 2 -4 years of experience AMFI / IRDA