Relationship Manager-Affluent-Priority-Regional sales

2 - 6 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be responsible for developing new and expanding existing High Net worth Customer relationships for liabilities by sourcing category A priority customers. Your role will involve sourcing new bank customers through external individual efforts and acquisition channels. It is essential to ensure high levels of customer service orientation and application of bank policy. You will also be expected to cross-sell bank products to the existing set of Customers and inform customers of new products or product enhancements to further expand the banking relationship. As part of your responsibilities, you will plan and conduct special sales initiatives and events for prospective and existing clients. Collaboration with other group companies to provide seamless access to other products is also crucial. Maintaining a complete relationship record for assigned customer accounts will be a key aspect of your job. Job Requirements: - Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services - MIS generation - Graduate with 4-6 years of experience in AMFI / IRDA - Post Graduate with 2-4 years of experience in AMFI / IRDA In summary, you will play a vital role in enhancing customer relationships, driving sales, and promoting bank products to meet the needs of High Net worth Customers. Your ability to provide exceptional customer service, conduct sales initiatives, and collaborate with other group companies will be essential for success in this role.,

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