Preferred Relationship Manager - Bank

Job Name: Preferred Relationship Manager

Overall Goal:

Is responsible for:

- Acquisition of new Preferred customers

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

- Deepening the size of the relationship

- Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers

Key Result / Responsibility Areas:

Sales: (Acquiring, Enhancing, Deepening and Retention)

Acquire new customers who meet product criteria and flag them on the system

- Referrals generated from existing customers

- Leads generated by branch staff & personal leads

- Databases

- Premier Acquisition Channel