• PORTFOLIO RELATIONSHIP MANAGER Jobs in Ahmednagar

  • IBG FINCON SOLUTIONS PVT LTD
  • Save Job
  • 3 - 5 Years
  • Posted : above 1 month

Job Description:

Key Duties:

  • Visit existing (Base) customers regularly managed  customers, understanding their needs, generating new business leads, following up the leads
  • Filling Application form of interested customers
  • Verifying the KYC documents; analyses of customer’s business and  their needs
  • PRM is responsible for login the application form on time with complete set of required documents and Initial Payment




  • Major Responsibilities:

  • Lead a result oriented team and is responsible for managing the Branch profitability , ensuring high quality service and Customer Relationship Management along with the Branch Manager
  • Ensure compliance with organisation rules, Regulations & Procedures
  • Plan and deliver effective sales strategies post discussion with Branch Manager




  • Ensure achievement of overall Branch Targets by generating business and cross sales




  • Key Customer Relationship Management & supervision of all High Net Worth customer
  • Handle the Portfolio as per the  company  Norms




  • Ensure all components of the branch sales model function as per design
  • Complaints Handling and resolution
  • Review Branch Operations reports
  • Periodic review of progress vs. objectives
  • Ensure clarity of Business objectives among staff and assist BM in all the branch Activity




  • OPERATIONAL FRONT:

  • Attend the daily morning  team hurdle
  • Get clarity of the days schedule  and the target 
  • Create the updated list of the Customers  of his  portfolio
  • Visit existing  (Base) customers, understand  their needs, generate new business leads
  • Maintain the portfolio health of  the  base customers
  • Monitor Account LTD Activation of the portfolio and fees transactions activity of the account
  • PRM to work closely with the seniors and make suggestions or alterations in the features  to suit the needs of  all the customers
  • Work towards new customers to  expand the Account Base
  • Handle the unmanaged portfolio for Financial Planning Account. ensure that individual customers are grouped and customer to group (CTG) ratio is maintained on the portfolio
  • Meeting all the requirements of the customers
  • Work towards  increasing the penetration in the existing relationship to enhance the value




  • CUSTOMER SERVICE:

  • Lobby maintenance and management
  • Customer Management  - Effective  queue  handling during the peak hours also otherwise
  • Manage Customer queries / requirement
  • Ensure quality customer service is delivered
  • Maintain Healthy Relationship with the customers.
  • Resolve  customer  queries and  manage  Irate , talkative , demanding  customer
  • Timely Escalate the issues to the  Head
  • Recording complaints received (self, branch, other units) within the stipulated TAT’s
  • Check with customers if the process of complaint has been managed well
  • Collecting and maintaining  customer feedback in CRM 
  • Discussing the importance of getting feedback from customer on regular basis in the team hurdle  and inviting their understanding   
  • Ensuring the Account opening and activation  process is adhered to
  • Collecting and maintaining  customer feed back




  • QUERY MANAGEMENT :

  • Ensuring  the availability of the  Complaint/ Suggestion  book   at the branch
  •  Fortnightly action and precautions on the received Complaints/ Suggestions or as per the need
  • Aware of the difference between query and complaint
  • Maintaining the complaint resolution mechanism and following the set process of the company for complaint resolution
  • Acknowledgement to the customer complaints  - ( His Portfolio Customers )




  • Knowledge, Skills & Abilities

  • Strong communication, analytical, problem solving, and decision making skills to effectively uncover and resolve complex customer issues.
  • Excellent interpersonal & customer service skills, attentiveness, information retention, tact and diplomacy in dealing with customers 
  • Strong supervisory and leadership skills
  • Proven success in customer service and in the development of strong customer relationships.
  • Ability to work in a fast-paced environment & under pressure as needed.
  • Organizational skills and high degree of accuracy.
  • Detail oriented, strong organizational skills, and high degree of accuracy
  • Self-starter, ability to work independently
  • Profile Summary:

    Employment Type : Full Time
    Eligibility : Any Graduate
    Industry : Banking, Financial Services/Stockbroking
    Functional Area : Banks/Insurance/Financial Services, Sales/Business Development
    Role : Relationship Mgmt,Accounting/Financ ial Products
    Salary : 300000-600000 P/A
    Deadline : 11th Aug 2019

    Key Skills:

    Company Profile:

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