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
Note: Candidate having exp in banking or Bancassurance is must
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