Relationship Manager - Trade and Forex - (Senior Manager)
Published date: 2024/01/10
- Location: New Delhi, Delhi, India
• Develop new and expand existing High Net worth Customer relationships for Current Account , Trade and Forex
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• Cross sell existing bank products to customers.
• Inform customers of new products or product enhancements to further expand the banking relationship.
• Plan and conduct special sales initiatives and events for prospective and existing clients.
• Coordinate with other group companies to provide seamless access to other products.
• Maintain complete relationship record for assigned customer accounts.
• Tracks customer complaints/queries and turnaround times for customer satisfaction
• Ensure high level of customer service orientation and application of bank policy.
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• Cross sell existing bank products to customers.
• Inform customers of new products or product enhancements to further expand the banking relationship.
• Plan and conduct special sales initiatives and events for prospective and existing clients.
• Coordinate with other group companies to provide seamless access to other products.
• Maintain complete relationship record for assigned customer accounts.
• Tracks customer complaints/queries and turnaround times for customer satisfaction
• Ensure high level of customer service orientation and application of bank policy.
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