Platinum Relationship Manager-Household

2 - 6 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Relationship Manager focusing on High Net Worth Customers, you will be responsible for developing new relationships and expanding existing ones for liabilities and commercial assets. Your role will involve ensuring high levels of customer service, cross-selling bank products, and informing customers about new products to enhance their banking relationship. Additionally, you will be planning and executing special sales initiatives and events for both prospective and current clients. Collaboration with other group companies will be essential to provide customers with seamless access to various products. It is crucial to maintain comprehensive relationship records for all assigned customer accounts and monitor customer complaints/queries to ensure timely resolution and enhance customer satisfaction. Key Responsibilities: - Develop and maintain banking relationships with a select group of high net worth customers through personalized customer service. - Cross-sell existing bank products to customers. - 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 records for assigned customer accounts. - Track customer complaints/queries and turnaround times for customer satisfaction. Qualifications Required: - Very good understanding of Commercial Assets like CC, OD, TL, Export Finance, etc. - Understanding of Mutual Funds (MF) and Insurance will be an added advantage. - Customer orientation with a high energy and drive. - Go-getter attitude with self-motivation and a passion to achieve. Please Note: No additional details about the company were provided in the job description.,

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