Your browser does not support javascript! Please enable it, otherwise web will not work for you.

Very Urgent Hiring for Relationship Manager @ Synergy Plus Business

Home > Sales / BD

 Very Urgent Hiring for Relationship Manager

Job Description

Very Urgent Hiring for Relationship Manager Insignia-In a Pvt Bank, Pune

CTC- 10 Lpa to 16 Lpa

Job Description

Job Title

Relationship Manager - Insignia Preferred Banking

Department

Branch and Business Banking

Grade

Sr. Mgr / AVP

Location

 Pune

Reporting To

Insignia Head

  1. Position Purpose Wealth management OR Business banking domain expertise respectively

The purpose of this role is to deliver target revenue and balance sheet growth from portfolio under management of Insignia preferred banking clients. The targets should be delivered using relationship management and tactical strategies to acquire new clients, deepen, cross sell, engagement of clients.


  1. Position Responsibilities

Sr.

Key Responsibilities

1

Deliver revenue and balance sheet growth targets by acquiring and deepening relationships.

2

Relationship manage a portfolio of clients and enhance Product holding and customer to relationship ratios thereby deepening and engaging the relationship strongly with the bank

3

Meet and deliver client contact / coverage benchmarks to ensure high level engagement with Business owners and clients themselves. Ensure positioning and coverage of Insignia / Zonal / branch management teams with these clients to create depth of relationship with these clients.

3

Active coverage and penetration of core and satellite products through collaboration of product specialists and branch management teams to maximise revenue gains.

4

Review client relationships and portfolios across respective products availed by clients, assess risk and implement strategies to meet customer needs, keep customers informed of market changes , events and respective impacts to clients and their business with the bank.

5

Work in close co-ordination with the Client Experience Managers / Branch service teams/ operations in delivering superior service and client expectations thereby delivering the Insignia promise.

6

Ensuring adherence to Compliance processes and guidelines. Reduce rejection rates and improve quality of documentation.


  1. Qualifications and Experience Requirement

Qualifications

Essential

Graduate or Post Graduate/ MBA

AMFI/NISM, IRDA certified

Experience

Essential

Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.

Relevant experience as below:

Senior Relationship Manager 6+ years

Relationship Manager 3 6 years

  1. Competency Requirements
  1. Functional Skills

Skill

Attribute

Product

Respective to core domain expertise have Sound knowledge of Wealth , insurance OR business banking Products across Trade, Forex, CMS, Insurance, lending ( working capital / term loans )

Analytical

Good analytical skills, ability to understand client needs and sell range of products.

Environment

Knowledge of competitive offering & keeps himself updated.

Interested candidate please send your cv on hr*********p@gm**l.com or WhatsApp me on 9870434***

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Very Urgent Hiring for Relationship Manager

Contact Details:

Company: Synergy Plus Business
Location(s): Pune

+ View Contactajax loader


 Job seems aged, it may have been expired!
 Fraud Alert to job seekers!

₹ 10 - 16 Lakh/Yr

Similar positions

for RDM in Insurance Sales Top Insurance

  • Niyukti Management
  • 45 Positions
  • 1 day ago
₹ 4 to 9 Yr

Agency Manager

  • Reliance Nippon Life
  • 20 Positions
  • Mumbai
  • 3 days ago
₹ 1 to 6 Yr

Area Sales Manager - Kolkata - Medical devices

  • People First
  • 1 Positions
  • Kolkata
  • 5 days ago
₹ 5 to 10 Yr

Business Development Manager

  • HDFC Life
  • 1 Positions
  • Hyderabad
  • 6 days ago
₹ 1 to 5 Yr

Synergy Plus Business

“To Provide wide range of quality services on time at economical cost to our clients  passionately and with a smile to enable them  to drive rapid sustainable growth of their respective Businesses”