Vacancy Vacancy Fri, 06 Jan 2023 08:50:54 +0530 en-us Imperia Relationship Manager Tue, 15 Nov 2022 00:00:00 +0530 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 / CRM Next (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 CRM Next / CCM. Incase there is an update in the profile of the customer, then the same should be updated in CRA / CRM Next.  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 Customer To Group (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 Income gene