Relationship Manager - Business...
Published date: 2024/01/10
- Location: India
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 REQUIREMENT:
· 4 to 5 years work experience
· 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.
· 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
· 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 REQUIREMENT:
· 4 to 5 years work experience
· 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.
· 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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