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Relationship Executive

Banking Sector -Intris
Bengaluru, Karnataka, 560001, India
December 02, 2016

Job Description:

Team is a unit which handles valuable customers of Bank. This unit is responsible for the entire life cycle management of these customers starting from bringing them into the fold of Relationship Management; provide regular servicing/ resolution of queries and issues and also cross sell of other products as per customer requirements. In the unit each DSO (Digital Service Officer) manages a set of customers assigned to him.

DSO needs to be proficient in the product suite being offered, possess working knowledge of Retail Asset products, Liability products, Investment options and portfolio Management. The DSO uses business acumen, operational knowledge and regular client interaction to identify value added products and client solutions for cross-sell opportunities. For the customers assigned, the Digital Service officer will have to do continuous and effective prioritization of client needs and inquiries, based on relationship and business needs, to ensure timely and satisfactory service delivery.

Key Responsibilities: The following to be carried through a remote medium (phone call, email and video interaction):

Client Outreach - Manage the portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs

Relationship Management - To develop and strengthen customer relationships through effective relationship management in accordance with the business goals

Revenue Targets – Achieve the monthly assigned revenue targets through effective cross-sales generating Fee income across Investment, Assets, Cards and Liability products.

Technical Skills - Effectively utilizes all applications, tools, and databases used to process transparent end to-end client support. Proficient with systems related to Banking transactions and services

Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.

Customer Service and Sales - Upselling, cross-selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer’s Banking Requirements.

Skills Required:

• Strong expertise in Relationship Management, Banking operations and products including investment products

Experience in non-financial products sales with excellent communication skills.

• Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department.

• Must be flexible and understanding in challenging and ever-changing environment

For Further clarification give a call