About the role

Job Description: üManage 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. üProvide holistic solutions to complex financial needs ensuring higher Customer satisfaction, customer retention and cross sell. üMaintain and improve the service delivery standards to the existing portfolio customers. Key Roles & Responsibilities: üResponsible for building and managing credible & lifelong customer relationship at appropriate levels through reliable service delivery üTo 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. üTo recognize and understand a client's global banking needs in order to provide holistic financial solutions in collaboration with the PSM üTo 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 üTo 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 üTo Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools üTo ensure proactive migration of portfolio customers to direct banking channels esp. Net Banking üTo maintain continuous customer engagement with all customers and serve as a contact point between customer and Bank. & proactively resolve customer issues/queries üBuild 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 üTo ensure “One-Group-One RM” benchmark across all managed relationships üTo Adhere to sales process & KYC Norms of the bank

Relationship Manager Yes Premia Business

About the role

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