EC - Relationship Manager
Shree Recruitment & Consulting
Ankleshwar, India
5d ago

Job Description

  • ECRMs roles and responsibility includes;
  • 1. Regular meeting with the existing customer to ensure engagement and wallet share.

    2. Resolve any service related Issue by coordinating with Internal & external stakeholders.

    3. Understand customer requirement and cross-sell products which meet those requirements.

    4. Scope opportunity in the portfolio to refer leads to business banking, LAP / HL, LAS etc.

    5. Acquire quality importer / exporter with regular Trade / FX transaction.

    6. Achieve annual fee budget.

    7. Ensure there are no regulatory or compliance-related issues in the portfolio.

    8. Regular update of call reports.

    Also, the job role includes :

    Acquiring & Managing Current Account Portfolios of the Branch for incremental deepening value, sourcing high-end business accounts & generating Trade & Forex based fee income.

    Managing customer relationships & addressing both service & sales queries for customers with an objective to engage & retain customers.

    Sourcing Trade, Forex customers & thereby generating fee-based income.Meeting existing customers to generate business opportunities thereby generating revenue for the Bank.

    Handling Trade based queries from the Branch & increase forex revenue by smoothening transactions process by proactive liaison with Forex service cell, SPOPS & Credit departments.

    Accompanying & mentoring EC-PCAT during sales calls.

    Identifying new segments & set up new trade verticals for prospective business opportunities at different locations / regions new to the bank.

    Recommend & introduce new services e.g. Cash management

    Key Skills

  • Good Communication Skill
  • Knowledge About Banking Operation
  • Banking Product
  • Experience In Banking Is Mendatory
  • Industry

    Banking / Financial Services / Stock Broking

    Functional Area

    Financial Services / Banking, Investments / Insurance / stock market / Loan


    Any Bachelor Degree, B.A, B.B.A, B.Com, MD / Medicinae Doctor, Post Graduate Diploma, M.B.A / PGDM, M.Com

    About Shree Recruitment & Consulting

    We are Dealing in Recruitment Agency.

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