Priority Banking Relationship Manager - Leading Bank

Updated: March 22, 2024 12:27 AM GMT

AV GLOBAL ADVISORY SERVICES

Shivamogga, Karnataka

Role - Priority Banking Relationship Manager Leading Bank

Location - Hubli, Mangalore, Belgaum, Udupi, Hassan, Gulbarga, Shimoga, Bidar, Bijapur, Bagalkot

Job Description
• Provide financial solutions to the Priority customers while maintaining high service standards.
• Maintain complete customer profile including the risk profile, demographics, and assets in the bank.
• Enrich relationships and garner higher wallet share through customer engagement activities.
• Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products.
• Identify potential customers who can be sold tailored products to enhance product penetration.
• Acquire new customers by converting referral leads.
• Achieve targets as assigned by the organization monthly.
• Record and track all engagement activities through the CRM system.
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

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