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Priority Banking - Relationship Manager @ Acura Solutions

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 Priority Banking - Relationship Manager

Job Description

:

- Priority Banking Relationship Manager the single point relationship management official of the Bank for the high net worth customers in the Priority Banking Segment of Bank.

- A PB RM is primarily responsible for providing financial solutions to the Priority customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.

- He/ She is responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. PB RM also enhances the book through new customer acquisitions.

- He/ She is also involved in increasing customer engagement through other non investment products like Forex, Remittances, Loans, etc. to the new and existing customers.

- PB RMs periodically reviews the existing relationships of all the customers from liability as well as cross holding perspective and also ensures that the customers are sufficiently educated/ leveraged on the best financial solutions.

- He/ She also updates Bank's internal systems like the Daily activity tracker - DAT, Customer Profiling etc for monitoring, accurate reporting and MIS.

Employement Category:

Employement Type: Full time
Industry: Chemical / Plastic / Rubber / Glass
Role Category: Operations Management / Process Analysis
Functional Area: Not Applicable
Role/Responsibilies: Priority Banking - Relationship Manager

Contact Details:

Company: Acura Solutions
Location(s): Multi-City, India

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Keyskills:   sales relationship management business development relationship manager

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Acura Solutions

Leading recruitment firm with forte in BFSI sector. Acura solutions is a recruitment firm that specialises in banking recruitments. We love recuitments, and we are looking for banking PROFFESIONALS and EX-PROFFESIONALS with a PASSION to be successful in life by working full time with us. We wil...