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Hellowork Technologies Private Limited

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Job openings for imperia relationship manager in mumbai

Imperia Relationship Manager

Mumbai



Identify existing branch customers who meet Imperia programme criteria and flag

them on the system to upgrade these customers under the Imperia programme

o Through eligible lists provided by Product from time to time

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

Preferred portfolio

o Identifying customers through Large Transaction reports (LTR)

o GMs or VPs of all Cat A companies and CSRM salary account companies

o Other databases available with the RM

 Acquire new customers who meet product criteria and flag them on the system

o Referrals generated from existing customers

o Leads generated by branch staff & personal leads

o Databases

 Regularly interact with the customer to build rapport and understand the profile.

The profile should be captured and updated via CRA / CRMNext (wherever

applicable). This profiling should be used to set customer level objectives post

discussion with RBH / BM. The objectives should be tracked and reviewed as per

the Branch Sales Process.

 Basis the profile, a contact plan should be drawn and customer contacted. Contact

report should be updated in CRMNext / CCM. Incase there is an update in the

profile of the customer, then the same should be updated in CRA / CRMNext.

 Enhancing customer wallet size

o Ensuring that customers make us their primary bank

 By managing his / her wealth

 Knowing about where all the customer is currently banking and

moving him to our Bank Ensuring that customer scope is done and products targeted

accordingly

 Sales to family members and associates (all network)

 Ensure that individual customers are grouped and C*ustomer To G*roup (CTG)

Ratio is maintained on the portfolio

o By grouping them with their family members who already hold accounts

with us

o By grouping them with their family members post selling liability

products to the family members, if they do not have banking relationship

with us

 Ensure that optimal levels of I*ncome gene

Experience 4 - 8 Years
Salary 3 Lac To 5 Lac 50 Thousand P.A.
Industry Accounting / Auditing / Taxation
Qualification Other Bachelor Degree
Key Skills Sales Tax sales

About Company

Contact Person Amruta
Address No. 10, 2nd Floor, K-1st Street, Markham Road, Ashok Nagar,
Mobile 8208108474
Email ID amrutha.g@helloworktpl.com