Experienced Relationship Manager with a demonstrated history of working in the banking industry. Skilled in Portfolio Management, Business Relationship Management, Risk Management, Customer Service, and Banking.
Manage the team of Personal Bankers.
Manage & resolve the issues in score card.
Reporting to National Manager Personal Bankers.
Complete the hiring gap and responsibility of hiring new personal banker
Responsible to solicit New Business from existing and new customer sources.
Actively visit prospect customers to achieve Liability Deposit and Cross Sell targets
Calls to customers for deepening, attrition management & Customer Activation
Opening of New Accounts under shariah compliance
Dormant Activation
Electronically updation of kyc of customer
Electronically customer risk profiling
Manage branch BDO\\\'s
Inward and Outward Remittance
• Open 12 Account in a month.
• Achieve 6 million targets every month.
• Managing the clients portfolio of branch.
• Maintain relationship with customer
• Meet targets like cross selling.
• To Achieve agreed deposit Targets, net of attrition, on monthly basis.
• Timely submission of AOF to operations without any discrepancy ensuring that KYC regime is in compliance with best practices.
• Call on at least 100 prospective customers per month.
• Call on at least 10 prospective customers per month with Branch Manager.
• To open Minimum 15 Accounts per month with an average balance of Rs. 50000/- each.
• Maintain sales call report file on daily basis.
• Maintain Pipeline report file on weekly, monthly basis.
• To refer leads to concern department of consumer products like car, easy home, consumer ease.
• Maintenance of Cash control and preparation and preservation of payment vouchers.
• Up-gradation and maintenance of student data base
• Coordinate & manage the workings of various departments in the organization.