EEG-MEG Relationship Manager

About the role

To drive initiatives aligned with business objectives to achieve leadership in the banking sector.

What you'll do

• Plan weekly branch visits and ensure monthly meetings at each branch; Scope RM/PB customers for leads or joint calls and utilize branch resources effectively
• Plan activities to ensure two calls and appointments daily; Communicate document requirements to customers and arrange pickups
• Act as a one-stop shop for Express OD clients, offering financial products like Insurance, CASA, and Credit Cards; Monitor and track leads for cross-selling opportunities
• Work proactively on renewals for non-auto-renewed customers; Communicate document requirements and follow up twice weekly; Analyze financials, address issues
• Monitor Express OD accounts based on central triggers and ensure customer contact

What you need

• 2–8 yrs of experience
• Cross-selling
• CRM
• Insurance
• Compliance
• Working capital
• Reporting
• Any graduate

Good to have

• HTML