Relationship Manager-Business Banking-Affluent-Priority-Regional sales

5 - 9 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Relationship Manager, your role involves developing new and expanding existing High Net worth Customer relationships for liabilities. You will be responsible for sourcing category - A priority customers through external individual efforts and acquisition channels. Your primary focus will be on ensuring high levels of customer service orientation and application of bank policy. Additionally, you will cross sell bank products to the existing set of Customers and inform them of new products or product enhancements to further expand the banking relationship. Key Responsibilities: - Develop and maintain banking relationships with a select group of high net worth customers through individualized customer services - Source new bank customers through external individual efforts and acquisition channel - Cross sell bank products to existing customers - Inform customers of new products or product enhancements - 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 record for assigned customer accounts Qualifications Required: - Graduate with 6-8 years of experience in AMFI/IRDA - Post Graduate with 5-8 years of experience in AMFI/IRDA In this role, you will also be responsible for MIS generation to track and report on the performance of your customer relationships.,

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