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Senior Relationship Manager - Privy League-PRIORITY-Regional sales

Senior Relationship Manager - Privy League-PRIORITY-Regional sales

ConfidentialSurat, India
10 days ago
Job description

Role :

  • . Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers
  • . Sources new bank customers through external individual efforts and acquisition channel
  • . Ensures high levels of customer service orientation and application of bank policy
  • . Cross sells bank products to existing set of 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

Job Requirement :

  • . Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
  • . MIS generation
  • . Graduate / Post Graduate-4 plus years of experience AMFI / IRDA
  • Skills Required

    IRDA, Amfi, Mis Generation

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    Relationship Manager • Surat, India

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