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Preferred Relationship Manager job at Quess Corp Limited

Preferred Relationship Manager

Company - Quess Corp Limited

Office Location
Ludhiana, Punjab, India

Note

  • Only Candidate with relevant Banking experience apply
  • Financial or NBFC candidates can apply

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’s ,retaining and enhancing the relationship. The RM is also 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
  • 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
  • Increase wallet share
  • Product Penetration & contribution towards focused product
  • Customer Service
  • Ensure smooth transition of handover/takeover of the portfolio

Job Types: Full-time, Regular / Permanent

Pay: ₹600,000.00 - ₹850,000.00 per year

Benefits:

  • Health insurance
  • Provident Fund

Schedule:

  • Day shift
  • Monday to Friday

Supplemental pay types:

  • Performance bonus
  • Yearly bonus

Experience:

  • retail banking: 5 years (Required)
  • Banking Portfolio management: 3 years (Required)

Work Location: In person

Speak with the employer
+91____#####

Posted : 10 months ago

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Is this a work from home job?

No, it’s not a work from home job and can’t be done online.

What are the skills required in this job?

Skill required for this job is:
  • Coding: C
You can learn this skill on Able app.

How to prepare for interview?

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