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06/11 Janani R
Human Resource Recruiter at AV Global Advisory Services

Views:4 Applications:3 Rec. Actions:Recruiter Actions:0

Priority Relationship Manager- Sales - Bank (4-6 yrs)

Bangalore Job Code: 299243

- 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 on a monthly basis.

- 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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