Preferred relationship manager Jobs in Chennai - For A Client Of TeamLease Service Limited

Preferred relationship manager
For A Client Of TeamLease Service Limited
Any Graduate
5 to 10 Years
For A Client Of TeamLease Service Limited
Last Date 25 Jul 2018

For A Client Of TeamLease Service Limited - Job Details

Date of posting: 25 May 18

Identify existing/new customers whomeet Preferred product criteria and flag them on the system and upgrade thesecustomers under the Preferred programme in line with the Preferred groupingcriteria o Liaising with PB to flag eligible customers from Classic portfolio

ü nbsp; nbsp;Identifyingcustomers through Large Transaction reports (LTR)

ü nbsp; nbsp;GMs or VPs of allCat A companies and CSRM salary account companies which meet programme criteriaand have future potential Ensure that individual customers are grouped and CustomerTo Group (CTG) Ratio is maintained on the portfolio

ü nbsp; nbsp;By grouping themwith their family members who already hold accounts with us o By grouping themwith their family members post selling liability products to the familymembers, if they do not have banking relationship with us Ensure that optimallevels of Income generating Product Group Holding (IPGH) is reached

ü nbsp; nbsp;Ensure that withineach customer group a minimum number of stipulated Income Generating productsare sold Ensure that the Customer Group profitability is achieved o Manage Band1 and 2 customers and ensure that they are moved to Band 3 and above Ensurethat at least one income product is sold to each Preferred group in the yearRegular contact is maintained with all portfolio customers such that 125customers are contacts

ü nbsp; nbsp;Responsible forAcquisition of new Preferred / Classic customers

ü nbsp; nbsp;Enhancement of therelationship by cross-selling products and services as per the profile amp;need of the customers

ü nbsp; nbsp;Deepening the sizeof the relationship Retention of the customers by providing the best possibleservices and being the dedicated point of contact for these customers Sothat nbsp;HDFC nbsp;Bankis the primary banker for these Preferred relationships

ü nbsp; nbsp;Maximum share ofwallet of these customers is with nbsp;HDFC nbsp;Bank

ü nbsp; nbsp;Acquire newcustomers who meet product criteria and flag them on the system

ü nbsp; nbsp;Referrals generatedfrom existing customers o Leads generated by branch staff amp; personal leads

ü nbsp; nbsp;Databases o PremierAcquisition Channel Increase liabilities size of relationship via: o Balancesin a/c’s of existing customer

ü nbsp; nbsp;Acquire all relatedids of the Primary id and send racing request on Webbased system/entry form toCPU for flagging and grouping o Use FD maturity reports to track maturityof nbsp;HDFCFDsand prevent outflow

ü nbsp; nbsp;Use wallet profileto track FDs in other banks and divert them into nbsp;HDFC nbsp;onmaturity o Use wallet profile sheet to track accounts and products with otherbank and transfer the same

ü nbsp; nbsp;Know the customer’sbusiness to proactively provide financial solutions Utilizing the salesresources (BDR or COEX or Asset Coordinator) for optimal sales supportPenetration of products across family groups. Sales across all productsegments-TPP, Assets, Cards


Job Summary

Job Type : Full Time
Job Category : Others
Hiring Process : Face to Face Interview
Who can apply : Experienced (5 to 10 Years)

About For A Client Of TeamLease Service Limited

TeamLease Services established in 2002, is one of India's leading human resource service companies in the organized segment. A Fortune 500 company listed on both NSE & BSE markets, with eight offices and 1400 clients across the country. The company at present has about 100,000+ live associates/ trainees spread across the country and have till date given employment to 1.5+ million people with an aim to hire millions more
This posting is done directly & exclusively on We do not entertain any unsolicited calls or enquiries from any consultants, other portals or TPOs. Notice: This recruitment is FREE. if the recruiter charges any fees, please write us

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