Posted By
Posted in
Banking & Finance
Job Code
762499
Job Description:
The role primarily involves
1) Managing a portfolio of between 20-35 BBG credit relationships. The number of relationships managed depends on the geography covered and branches mapped to the RM.
2) HNW relationship management of the BBG customers
3) Addition of 1 new credit relationships per month
4) When the portfolio size reaches 40 credit relationships, the portfolio is split into 2 and an RM/SM is added to take over part of the relationships.
5) The HNW relationship management of the BBG relationship includes,
6) Cross-sell of CASA to the group companies of the BBG customers, and to the promoter family members.
7) Growth of the CASA balances of the group
8) Day-to-day servicing of all the group accounts at the branch
9) Cross-sell of other asset products, investment products and non-income products to the HNW group being managed by the RM.
Location - Chennai
Qualification - Any Graduate or Post Graduate can apply for this job
Sangeeta Das
Assistant Manager - Talent Acquisition
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Posted By
Posted in
Banking & Finance
Job Code
762499