About this role
KRAs: 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
- Develop and expand relationships with High Net Worth customers for liabilities and commercial assets.
- Ensure high levels of customer service and compliance with bank policies.
- Cross-sell a wide range of banking products to deepen client engagement.
- Inform clients about new products and enhancements to strengthen relationships.
- Plan and execute targeted sales initiatives and client engagement events.
- Collaborate with group companies to offer integrated financial solutions.
- Maintain detailed records of client interactions and relationship history.
- Monitor and resolve customer complaints and queries within defined turnaround times (TAT).