5 - 10 years
6 - 16 Lacs
Panipat, Chandigarh, Ambala
Posted:1 month ago|
Platform:
Work from Office
Full Time
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 succeedRole & responsibilities Preferred candidate profile
Avant Garde Technologies (AGTS)
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