Platinum Relationship Manager - Business Banking
KRAs :
- . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets
- . 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 branch customers, which are mapped
- . Informs customers of new products or product enhancements further to 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
Desired Candidate Profile :
. 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 . Understanding of Mutual Funds and Insurance is an added advantage. Graduate 6 - 8 years of experience. Post Graduate 4 - 6 years of experience. Customer orientation. High energy levels with a motive to succeedSkills Required
Cc, Mutual Funds, Insurance, export finance, Od