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  • 4 - 4 Years
  • Posted : above 1 month

Job Description:

Urgent Opening in PVT Leading bank for the location of Delhi Pune

and Kolkata

Postion of PCRM (Preferred Current Account RM)

Job Title PCRM (Preferred Current Account RM)

Overall Goal Current Account RM will be responsible for

Acquisition of new Business Entity customers and creating CA Book

Management of Acquired Current Account customers

Enhancement of the relationship by cross-selling products and services as per the profile & need of the these current account customers

Deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers

Make RBL Bank a primary bank for customer and get maximum wallet share

Key Result / Responsibility Areas

a) Acquisition of Business Entity (Current Account) customers

Acquisition of NTB High Value Current Accounts

NTB Acquisition of Current accounts dealing in international Trade

Identify and Acquire New to Bank working capital limit customers with Trade Limits viz Buyers Credit, PCFC, LC,BG etc

Acquire New to Bank customer requiring Assets Limits Business Loans,Cash Management Services & Door Step Banking,API Banking and other allied Current Account services

RM will have to create his own CA book by self-sourcing, Market Visit &Industry & Area Scoping, External References & Leads

b) Portfolio Management

Engage withAcquired customer on regular basis and ensure that Group company and Family customers also bank with RBL Bank

Regularly interact with the customer to build rapport, customer profiling should be used to set customer level objectives post discussion branch Manager/TL Customer interaction to be regular updated in system provided

Ensure that within each customer group a minimum number of stipulated Income Generating products are sold as per the customers profile and needs RM toCross sell appropriate products to the customers and ensure activate usage

Enhance Values within each of the customer groups by ensuring that a/cs are activated

Cross Sell Bank Products for revenue generation and engagement

Basis customer business requirement cross sell products like POS , Payment Gateway, Trade /Forex ( LC /BG/ Remittance /OD) , Doorstep Banking Services

Cross Sell various RBL Bank products like TPP, FD Credit Card, Loans to customers and related group business/ family

Drive active business transaction through RBL bank account

Should know the customers business in order to provide banking and financial solutions

Register customer for various Direct Banking Channels of the bank

B) Customer Services

Ensure quality customer service is delivered

Recording complaints as per the specified process

Resolving all complaints received from portfolio customers within the stipulated TATs and ensure appropriate customer communication on closures

Preventive complaint management by regular interaction with the customers

C) Target Achievement

PC- RM will be given a quarterly and yearly target on revenue, product cross sell and book value build up

Basis the Target the RM will be tracked on regular basis for achievement of the Targets

CA RM will be evaluated on Portfolio Score Card


Sales and Influencing Skills

Banking Product & Process Knowledge The candidate should have past experience of Current Account product & processes,Trade &Forex , Door Step banking and other current account related products

Planning and Organizing Skills

Communication& Writing skills

Knowledge of Competition & Current trends in financial Industry

Preferred Sector BSFI

Education Post Graduate

Experience Above 3years in a Current Account /Trade- Forex sales& / or relationship role in any of the sectors mentioned above

Reporting CA RM will report to Branch Managers

Interested candidates please share your updated resume on my mail id




Profile Summary:

Employment Type : Full Time
Industry : Banking / Financial Services
Salary : 300000-600000 P/A
Deadline : 22nd Sep 2019

Key Skills:

Company Profile:

synergy plus business consulting group

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

Email: info.spbcgroup@gmail.com

Telephone: 9821330130

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