Relationship Manager Yes Premia Business
Posted Updated
Description
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<td height="20" class="xl67" width="882" style="height:15.0pt;width:662pt">Job
Description: </td>
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<td height="44" class="xl69" width="882" style="height:33.0pt;width:662pt">ü<font class="font6"> </font><font class="font7">Manage and enhance the
existing current account relationships and solicit new relationships through
references (from portfolio customers) in order to meet the pre-set financial,
non financial objectives. </font></td>
</tr>
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<td height="44" class="xl69" width="882" style="height:33.0pt;width:662pt">ü<font class="font6"> </font><font class="font7">Provide holistic solutions to
complex financial needs ensuring higher Customer satisfaction, customer
retention and cross sell.</font></td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl69" width="882" style="height:16.5pt;width:662pt">ü<font class="font6"> </font><font class="font7">Maintain and improve the
service delivery standards to the existing portfolio customers.</font></td>
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<td height="21" class="xl70" width="882" style="height:15.75pt;width:662pt"> </td>
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<td height="20" class="xl67" width="882" style="height:15.0pt;width:662pt">Key
Roles & Responsibilities: </td>
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<td height="44" class="xl66" width="882" style="height:33.0pt;width:662pt">ü<font class="font8"> </font><font class="font5">Responsible for building and
managing credible & lifelong customer relationship at appropriate levels
through reliable service delivery </font></td>
</tr>
<tr height="44" style="height:33.0pt">
<td height="44" class="xl66" width="882" style="height:33.0pt;width:662pt">ü<font class="font8"> </font><font class="font5">To Provide a differential
customer experience that supports our YFB value proposition. Execute
integrated sales, service and relationship strategies to support growth and
retention of business customers.</font></td>
</tr>
<tr height="44" style="height:33.0pt">
<td height="44" class="xl66" width="882" style="height:33.0pt;width:662pt">ü<font class="font8"> </font><font class="font5">To recognize and understand a
client's global banking needs in order to provide holistic financial
solutions in collaboration with the PSM</font></td>
</tr>
<tr height="44" style="height:33.0pt">
<td height="44" class="xl66" width="882" style="height:33.0pt;width:662pt">ü<font class="font8"> </font><font class="font5">To focus on profile based
cross sell of value added products such as Trade Forex, CMS, POS, Payment
gateway solutions, doorstep banking, working capital / loan needs & OPDT
and family SA</font></td>
</tr>
<tr height="66" style="height:49.5pt">
<td height="66" class="xl66" width="882" style="height:49.5pt;width:662pt">ü<font class="font8"> </font><font class="font5">To understand and maintain
details regarding nature of business and business model to extract existing
and potential opportunities as well as any potential risks. Position our
value proposition linking benefits to the customer’s key business requirement
/ issues</font></td>
</tr>
<tr height="44" style="height:33.0pt">
<td height="44" class="xl66" width="882" style="height:33.0pt;width:662pt">ü<font class="font8"> </font><font class="font5">To Anticipate the complex
financial needs of the client and offer solutions through a wide range of
products, services and tools</font></td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl66" width="882" style="height:16.5pt;width:662pt">ü<font class="font8"> </font><font class="font5">To ensure proactive migration
of portfolio customers to direct banking channels esp. Net Banking</font></td>
</tr>
<tr height="44" style="height:33.0pt">
<td height="44" class="xl66" width="882" style="height:33.0pt;width:662pt">ü<font class="font8"> </font><font class="font5">To maintain continuous
customer engagement with all customers and serve as a contact point between
customer and Bank. & proactively resolve customer issues/queries </font></td>
</tr>
<tr height="44" style="height:33.0pt">
<td height="44" class="xl66" width="882" style="height:33.0pt;width:662pt">ü<font class="font8"> </font><font class="font5">Build trust and confidence in
the Bank’s ability to service more complex customer banking needs by
providing accurate information that is responsive to customer’s need</font></td>
</tr>
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<td height="21" class="xl68" width="882" style="height:15.75pt;width:662pt"> </td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl66" width="882" style="height:16.5pt;width:662pt">ü<font class="font8"> </font><font class="font5">To ensure “One-Group-One RM”
benchmark across all managed relationships </font></td>
</tr>
<tr height="21" style="height:15.75pt">
<td height="21" class="xl68" width="882" style="height:15.75pt;width:662pt"> </td>
</tr>
<tr height="22" style="height:16.5pt">
<td height="22" class="xl66" width="882" style="height:16.5pt;width:662pt">ü<font class="font8"> </font><font class="font5">To Adhere to sales process
& KYC Norms of the bank</font></td>
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