Senior Relationship Manager - Privy League-PRIORITY-Regional sales

4 - 8 years

0 Lacs

Posted:1 week 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 key tasks will include sourcing new bank customers through individual efforts and acquisition channels. Your focus will be on ensuring high levels of customer service orientation and applying bank policies. Additionally, you will cross-sell bank products to the existing set of customers, inform customers of new products or enhancements, and plan and conduct special sales initiatives and events for both prospective and existing clients. You will also be required to coordinate with other group companies to provide seamless access to various products and maintain complete relationship records for assigned customer accounts. In terms of job requirements, you will need to develop and maintain banking relationships with a select group of high net worth customers by providing individualized customer services. You will also be responsible for generating MIS reports. The ideal candidate should be a Graduate/Post Graduate with at least 4 years of experience in the field. Possessing AMFI/IRDA certification would be an added advantage.,

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