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概要
Relationship Manager are sometimes referred to as securities, commodities, and financial services sales agents. They are responsible for performing banking duties and overseeing the financial activities for personal accounts. Personal bankers need to be comfortable with marketing techniques, such as cold-calling, to help build a customer-base.
Relationship Manager typically work in an office environment, although they may meet clients in a social setting or attend networking events. They need excellent customer service skills and must be comfortable explaining investment options. Depending on the branch of personal banking, these professionals may work more than 40 hours a week.
工作经历
RELATIONSHIP MANAGER
Manage a team of BDOs.
To build/develop deposit through BDOs team.
Assist first time customers in opening bank account.
To manage front office team of the branch in the absence of BM.
In putter of Account Opening and Account closing.
In putter of Cheque book issuance.
Ensure Account Opening procedures, AML/KYC are strictly adhered to as per policies.
In putter of FIX Term Deposits, Visa Cards Operations, SMS Services etc.
Visit to potential and existing clients for new business opportunities & strengthening existing relationships, brief about Meezan Bank products of cross sells & secured finance options.
Manage existing customer portfolio assign by Branch; Increase the values in terms of profitability by adding volume to achieve quarterly, annual target.
Monitor to reduce risk of Delinquency.
Direct Sales Representative
Served as an active member of Payroll (PSPL) liabilities Team.
Timely submission of AOF to operations without any discrepancy.
Ensuring that KYC regime is in compliance with best practice
Achieved targets monthly & managed all commitments.
Maximized company visits for enlistment.
Implement the detailed plan to achieve targets.
Ensured highest level of customer satisfaction.
Maintained customer relationship and worked constantly on improving it.
