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Branch Relationship Manager,Branch Sales Manager,RM_banking
看过: 102
更新日: 28-05-2024
位置: Rewa Madhya Pradesh
类别: 营业额
水平: Associate
工作类型: Full-time
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工作内容
- Managing high Net worth customers and providing them best in class banking services. Ensuring we are the primary bankers for the customer
- New acquisition of customers to portfolio / deepening their banking relationship with us and offering them with various products of our bank.
- Enhancement of the relationship by cross-selling products and services as per the profile need of the customers
- Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers
Sales (Acquiring, Enhancing, Deepening and Retention)
- Acquire new customers who meet product criteria and flag them on the system
- Referrals generated from existing customers
- Leads generated by branch staff personal leads
- Internal bank databases
- Increase liabilities size of relationship via
- Balances in a/cs of existing customer
- Acquire all related ids of the Primary id and send racing /deracing requests on a Web-based system for flagging and grouping.
- Use FD maturity reports/event based trigger s to track maturity of bank FDs and prevent outflow
- Use updated wallet share data in CRM Next to track FDs in other banks and divert them into Equitas on maturity
- Use updated Wallet share Data in CRM Next to track accounts and products with other bank and transfer the same
- Know the customer s business to proactively provide financial solutions
- Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support
- Penetration of products across family groups.
- Sales across all product segments-TPP, Assets, Trade Forex, Cards etc and new products.
- Promotion of digital platforms like net banking / mobile banking / Pay Zapp / Chillr / Smart Buy etc to customers
- Meet customer engagement process as per guidelines laid down. i.e. Contacts Benchmark- 100 % of active groups to be contacted every month.
- Personal Visit Benchmark - 100 % of active groups to be met at least once in rolling 3 months i.e., 33.33 % unique visits per month.
- Identify existing/new customers who meet Preferred product criteria and flag them on the system and upgrade these customers under the Preferred programme in line with the Preferred grouping criteria
- Liaising with PB to flag eligible customers from Classic portfolio
- Identifying customers through Large Transaction reports (LTR)
- GMs or VPs of all Cat A companies and CSRM salary account companies which meet programme criteria and have future potential
- Taking referral from satisfied customers.
- Ensure that individual customers are grouped and C ustomer T o G roup (CTG) Ratio is maintained on the portfolio
- By grouping them with their family members who already hold accounts with us
- By grouping them with their family members post selling liability products to the family members, if they do not have bankingrelationship with us
- Ensure that optimal levels of I ncome generating P roduct G roup H olding (IPGH) is reached
- Ensure that within each customer group a minimum number of stipulated Income Generating products are sold
- Ensure that the Customer Group profitability is achieved
- Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above
- Ensure that atleast one income product is sold to each Preferred group in the year
- Ensure minimum productivity of 4 income per day
- Maximum customer s transaction to be done online across customers / groups.
- Portfolio Values to grow gradually - CA, SA TD
- Call Planning basis APT, Call Plan. Pre Post Sales Planning
- Sales Kit comprise of Forms / Fact sheets / Recommendations to ensure Instant close of sales
- Tracking of all products leads till the end result is not justified.
- Customer interactions are duly updated on CRM Next
- Any other job / task assigned by the supervisor from time to time.
- Profile changes (if any) are duly updated in CRM Next
- Customer accounts must be updated with current contact details.
- Enhancing customer wallet size
- EMAIL ID-hrswatirathore@gmail.com
- CONT-8506944254
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最后期限: 12-07-2024
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