Branch Relationship Manager
Published date: 2024/01/10
- Location: Pune, Maharashtra, India
JOB ROLE :
• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
• Sources new bank customers through external individual efforts and acquisition channel.
• Cross sells bank products to existing set of Branch customers which are mapped.
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Plans and conducts special sales initiatives and events for prospective and existing clients.
• Coordinates with other group companies to provide seamless access to other products.
• Maintains complete relationship record for assigned customer accounts.
• Tracks customer complaints/queries and turnaround times for customer satisfaction
JOB REQUIREMENT:
• Graduate - 3 -5 years of experience
• Post Graduate - 2 -3 years of experience
• Customer orientation
• High energy and drive AMFI / IRDA certified is preferred
• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
• Sources new bank customers through external individual efforts and acquisition channel.
• Cross sells bank products to existing set of Branch customers which are mapped.
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Plans and conducts special sales initiatives and events for prospective and existing clients.
• Coordinates with other group companies to provide seamless access to other products.
• Maintains complete relationship record for assigned customer accounts.
• Tracks customer complaints/queries and turnaround times for customer satisfaction
JOB REQUIREMENT:
• Graduate - 3 -5 years of experience
• Post Graduate - 2 -3 years of experience
• Customer orientation
• High energy and drive AMFI / IRDA certified is preferred
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