Platinum Relationship Manager

3 - 7 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: You will be responsible for developing new and expanding existing High Net worth Customer relationships for liabilities and commercial assets. Your main focus will be on ensuring high levels of customer service orientation and application of bank policy. Additionally, you will cross sell existing bank products to customers and inform them of new products or product enhancements to further expand the banking relationship. You will also be in charge of planning and conducting special sales initiatives and events for prospective and existing clients, as well as coordinating with other group companies to provide seamless access to other products. Keeping a complete relationship record for assigned customer accounts and tracking customer complaints/queries and turnaround times for customer satisfaction will also be part of your responsibilities. Key Responsibilities: - Develop and maintain banking relationships with a select group of high net worth customers through individualized customer service. - Have a very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc. - Understanding of MF and Insurance would be an added advantage. - Demonstrate customer orientation, high energy, and drive. - Possess a go-getter attitude and be self-motivated with a passion to achieve. Qualifications Required: - Prior experience in developing and maintaining banking relationships with high net worth customers. - Strong understanding of Commercial Assets like CC, OD, TL, Export Finance etc. - Knowledge of MF and Insurance would be beneficial. - Customer-oriented mindset with high energy, drive, and a go-getter attitude. - Self-motivated individual with a passion for achieving goals.,

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