Relationship Manager

Skillventory

3 - 8 years

3 - 6 Lacs

coimbatore

Posted:6 days ago| Platform:

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Skills Required

hni acquisition hni hni sales portfolio management casa ultra hni casa sales hni client handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities:

Client Acquisition and Relationship Management:
Source new clients through personal efforts and acquisition channels, while also nurturing and expanding relationships with existing HNW customers.
Product Cross-Selling:
Promote and sell various bank products, including loans (like loans against property/housing loans), liabilities, and other financial services such as insurance and mutual funds.
Customer Service:
Provide a high level of personalized customer service, maintain complete relationship records, and address customer complaints and queries to ensure satisfaction.
Business Development:
Plan and execute sales initiatives, coordinate with other group companies for comprehensive solutions, and identify new business opportunities.
Internal Coordination:
Collaborate with internal departments like Credit, Legal, and Operations to process client cases end-to-end.

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