Bank / Financial Services / Broking -- Others
Relation Officer for a Leading Bank Pan India
T M Input Services Pvt. Ltd.
Own business banking relationships mapped to him
Responsible for achieving the allocated CA portfolio targets.
Engage clients to the complete width of Banking Products with RBL including Business Lending, Trade and Fx, Investments to Business Fees, Trade & Fx.
Deepen existing relationships by cross selling other products like collections and payments (Transaction Banking Services Offer).
Create client engagement programs and seminars with the help of regional marketing teams.
Ensure adherence to daily activity goals assigned by the BB head.
Manage, upkeep, report MIS and data points as required.
Maintain working knowledge of the local market, its trends, its potential, competitors, premiere service providers, etc.
Ensure effective client retention by utilizing all available support services
Strict compliance to CAMML policy and adherence to KYC for new acquisitions
Annual renewal of RAF (Risk Assessment Form) of increased risk customer and due diligence for required customers
Dispose transactions which appear in various transaction monitoring reports like LTR, LCTR etc.
Any other item which may come due to change in policy or observation in the portfolio
Required a minimum aggregate of 50% in the qualifying Exam. PG is not mandatory.
Experience1 - 3 Years
Role:Relationship Executive
Functional Area:Financial Services, Banking, Investments, Insurance
Compensation: Not disclosed
LocationPune, Bengaluru/Bangalore, Ahmedabad, Coimbatore, Gurgaon, Noida, Udaipur, Vadodara/Baroda, Indore
Contact: T M Inputs Services Pvt Ltd
Career Center 1-8-303/48/12 Prenderghast Road
Hyderabad,Andhra Pradesh,India 500003
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Company Name:
T M Input Services Pvt. Ltd.
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