Consultant at Upman Placements
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Relationship Manager - Employee Banking (1-5 yrs)
We have an opportunity with a leading bank on the below Role :
Location : Mumbai, Baroda, Surat, Mumbai
JOB PURPOSE :
The purpose of the role is to
- Meet the business objectives initiated by the respective country Retail Clients business
- Customer focus need-based selling
- Deepen customer relationship and maximize penetration
- Fulfills corporate employees- banking needs including payroll and other retail products
KEY RESPONSIBILITIES:
Business Drivers
- Achieve personal sales target
- Segment focus, customer focus needs-based selling
- Actively reducing Non- funding, Sales Error and Increase the Premium Sourcing.
- Job requires generating referrals / cross-selling other products of the bank, such as investments, insurance, mortgages, credit cards, personal loans etc All relevant internal and external certification to be completed prior to referring / selling wealth products.
- Help Drive the Employee Banking one bank agenda
Customer Experience
- Operational quality - Errors free customer application & documentation
- Responsive and responsible selling
- Practice appropriate sales and marketing skill
Risk Assurance
- Conduct CDD, MLP & TCF diligently
- Zero tolerance - Fraud, Mis-selling
- Attend training, acquire knowledge and apply to job function
- Adhere to all policies, guidelines and procedures, comply with local regulatory requirements
- To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager
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