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Relationship Manager

4-6 Years

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  • Posted 2 months ago

Job Description

  • Acquire and manage all types of core liability clients and products for Non-Resident (NR) & Priority or Privy segments, including Savings Accounts (SA), Current Accounts (CA), Term Deposits (TD), Recurring Deposits (RD), Life Insurance (LI), General Insurance (GI), and Asset Cross-Sell within the allotted area.
  • Identify and onboard top market-leading NR & Priority or Privy Liability Clients, Ultra High Net Worth Individuals (HNIs), and HNIs at local branches across various geographies in the State or Territory.
  • Conduct joint calls with NR & Priority or Privy Team Members (TMs), Sales Heads (SHs), and Branch Banking officials as per business requirements to facilitate deal closures.
  • Execute sales campaigns and events in NR & Priority or Privy catchments, including roadshows and sales marathons, for brand building in the market.
  • Demonstrate strong business lobbying, relationship, and rapport-building skills with immigration consultants, educational consultants, abroad travel agents, Foreign Currency (FCY) exchange agencies, software companies, and similar entities.
  • Responsible for growing the NR & Priority or Privy book through deepening existing client relationships and increasing CA, SA, TD, RD, Cross-Sell of Assets, and Cross-Sell of Third-Party Products (TPP) for income generation.
  • Implement and grow NR & Priority or Privy leads using the funnel concept, filtering good leads and weeding out unproductive ones to focus quality time on valid prospects.
  • Ensure 100% completion of LMS exams by every team member under supervision, including all levels.
  • Provide timely product training to sharpen sales teams skills and knowledge.
  • Ensure completion of all compulsory exams like IRDA, NCFM required modules, AMFI, etc., for full teams under supervision.

More Info

About Company

Karur Vysya Bank (KVB) is one of India's leading private sector banks headquartered in Karur, Tamil Nadu. With a rich heritage of over a century, KVB consistently strives to provide innovative banking solutions to its customers. KVB operates with a vast network of 840 branches and 2,270+ ATMs and cash recyclers.

The bank has adopted technology with best-in-class Internet Banking and Mobile Banking services. KVB DLite, the Mobile Banking app of the bank offers the convenience of financial and non-financial services and provides a simple and secure way to manage your banking on the go.
The bank continues to grow with its strong financials. The bank’s total business was INR 1,63,536 crores as of 31st March 2024 with a deposit base of INR 89,113 crores and advances at INR 74,423 crores. The bank had posted its highest-ever net profit of INR 1,605 crores during the financial year 2023-24. The net NPA of the bank was at 0.40%.

KVB is committed to delivering exceptional banking experience to its customers by leveraging technology to offer a wide range of financial products that can be easily accessed through both physical and digital channels.

Job ID: 119872457

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Skills:

Client Relationship ManagementStrategic ThinkingEnquiry handlingBusiness Development StrategiesMarket AnalysisPerformance Management