Elite Relationship Manager
Published date: 2024/01/10
- Location: Pune, Maharashtra, India
Job Description
Job role
• Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets .
• Ensures high levels of customer service orientation and application of bank policy.
• Cross sells existing bank products to customers.
• 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 Requirements:
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• Very good understanding of Trade and Forex & CA.
• Very good understanding of Commercial Assets like CC, OD, TL Export Finance etc
• Understanding of MF and Insurance an added advantage Customer orientation,
• High energy and drive.
• Go getter attitude.
• Self motivated with a passion to achieve
Job role
• Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets .
• Ensures high levels of customer service orientation and application of bank policy.
• Cross sells existing bank products to customers.
• 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 Requirements:
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• Very good understanding of Trade and Forex & CA.
• Very good understanding of Commercial Assets like CC, OD, TL Export Finance etc
• Understanding of MF and Insurance an added advantage Customer orientation,
• High energy and drive.
• Go getter attitude.
• Self motivated with a passion to achieve
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