Premier Client Relationship Manager

Preferred Relationship Manager- Retail Branch Banking

Job Title :(Job Name) –Preferred Relationship Manager-

Job Responsibility:

- Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio

- Acquire new customers who meet product criteria

- HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)

- Operations, Marketing & Processes

- Product Penetration & contribution towards focused product

- Ensure smooth transition of handover/takeover of the portfolio

- Promoting all direct banking channels and ensuring that the customer is utilizing the same

- Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached

- Proactive complaint management through feedback from customer...