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PLANET SOLUTIONS
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Relationship manager

Relationship manager

PLANET SOLUTIONS

1 - 2 years

|

0 Lacs

Posted:15 hours ago| Platform: Shine logo

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Skills Required

saving account portfolio current account ultra hni retail liability relationship manager hni

Work Mode

On-site

Job Type

Full Time

Job Description

Casa

Casa sales

Hnadling HNI & Ultra HNI client

Retail Branch Banking

Responsibilities:

Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.
Ensures high levels of customer service orientation and application of bank policy.
Cross-sells existing bank products to customers.
Informs customers of new products or product enhancements to further expand the banking relationship.
Plans and conducts special sales initiatives and events for prospective and existing clients.
Coordinates with other group companies to provide seamless access to other products.
Maintains complete relationship records for assigned customer accounts.
Tracks customer complaints/queries and turnaround times for customer satisfaction.

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PLANET SOLUTIONS

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