About this role
Relationship Manager - HF
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Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets
· Sources new bank customers through external individual efforts and acquisition channel
· Ensures high levels of customer service orientation and application of bank policy.
· Cross-sells bank products to existing set of branch customers, which are mapped
· Informs customers of new products or product enhancements further to 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 record for assigned customer accounts.
· Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile:
· Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
· Very good understanding of Trade and Forex & CA.
· Very good understanding of Commercial Assets like CC, OD, TL, Export Finance
· Understanding of Mutual Funds and Insurance is an added advantage
· Graduate 4 - 6 years of experience
· Post Graduate - 2 -4 years of experience
· Customer orientation
· High energy levels with a motive to succeed