Portfolio Relationship Manager-Priority Banking(Outsource)

Role : Portfolio Relationship Manager – Priority Banking Division : Retail Banking

RESPONSIBILITIES :

• Client / Business Acquisition :
• Channels Cooperation :
• Management of service delivery :
• Control and Risk Mitigation :
• Generating of new business via out marketing activities, gold center contacts and existing network
• Increasing team revenue and productivity by cross- selling and up-selling remotely.
• Acquiring new to bank customers
• Identifying new potential expansion locations
• Converting in-bound and outbound leads to sales
• Building a strong trust relationship with key customers
• Maintaining a loyal pool of customers / alliances who refer potential customers
• Carrying out the function(s) remotely of promoting the financial products.
• Collection of the required information and data
• Evaluation of the clients’ ability and appetite to handle the risks (Risk Profile) and the detailed functions associated therewith.
• Making referrals to other channels based on identified customer needs.
• Smoothly implementing of Priority Banking services across surrounding branches
• Monitoring service levels for customer satisfaction remotely.
• Customer retention efforts with personal involvement in complaint resolution, account closures and inquiries remotely.
• Getting ad-hoc customer feedback remotely.
• Reviewing of credit applications
• Adhering to laid out processes and procedures.
• Ensuring appropriate and adequate documentation
• Identifying trends of errors and proactively advice processes improvements

Specialist Skills / Technical Knowledge, Technical Competencies Required for this role :