- As a Sr Relationship Manager in Thodupuzha, you are responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/c , retaining and enhancing the relationship
With it, RM is responsible for acquiring new to Bank Imperia relationships.
- Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
- HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)
- Acquire new customers who meet product criteria nearby/in Thodupuzha,
- Regular interaction with the customer to build rapport to understand and update the profile.
- Enhance the Overall value/book size of the portfolio
- Maintain the overall quality / hygiene parameters of the portfolio
- Cross selling products of the bank based on the customer need
- Joint calls being done along with Supervisor as per defined process
- Advisory services to be offered based on the requirement in coordination with PBG.
- Attrition control of customers
- Achieving MTD and YTD Revenue Targets
- Product Penetration contribution towards focused product
- Provide excellent customer service
- Ensure smooth transition of handover/takeover of the portfolio
Requirements to apply Sr. RM Job in Thodupuzha
- At least 2-3 years of work experience in sales, preferably in the Banking or Insurance industry.
- With same, Excellent communication and interpersonal skills to manage HNI Client over Thodupuzha area.
- Strong sales and negotiation skills to upsell banking products to the customer.
