Platinum Relationship Manager

Rekrut India

2 - 7 years

7 - 16 Lacs

navi mumbai ahmedabad mumbai (all areas)

Posted:10 hours ago| Platform:

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Skills Required

client acquisition hni casa portfolio management sales cross selling priority banking relationship manager

Work Mode

Work from Office

Job Type

Full Time

Job Description

Client Acquisition
: Sourcing new-to-bank customers, especially HNI clients, through personal efforts, referrals, and various acquisition channels.
Portfolio Management
: Managing and deepening existing customer relationships, which involves regular engagement, portfolio reviews, and ensuring client satisfaction and retention.
Sales & Cross-selling
: Driving sales of a comprehensive suite of banking products, including liabilities, assets (like loans), third-party products, insurance, and mutual funds.
Customer Service & Support
: Providing high-quality customer service, addressing queries and concerns promptly, and ensuring a seamless customer experience.
Target Achievement
: Meeting assigned sales and revenue targets (monthly/quarterly) and contributing to branch or vertical performance metrics.
Compliance & Documentation
: Ensuring all banking and regulatory processes are adhered to, maintaining accurate records of customer interactions, and managing documentation.

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