About this role
Premier Relationship Manager-811
JOB DESCRIPTION: -
- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
- Sources new bank customers through external individual efforts and acquisition channel.
- Cross sells bank products to existing set of Branch customers which are mapped.
- 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 record for assigned customer accounts.
- Tracks customer complaints/queries and turnaround times for customer satisfaction
JOB REQUIREMENT
- Graduate - 3 -5 years of experience
- Post Graduate - 2 -3 years of experience
- Customer orientation
- High energy and drive AMFI / IRDA certified is preferred
Acquire new HNI customers and expand existing relationships for liabilities.
- Source new customers through individual efforts and acquisition channels.
- Cross-sell bank products to mapped branch customers to enhance wallet share.
- Inform clients about new products and enhancements to deepen engagement.
- Plan and execute special sales initiatives and client events to drive business.
- Coordinate with group companies to offer integrated financial solutions.
- Maintain complete relationship records for all assigned customer accounts.
- Track and resolve customer complaints and queries within defined turnaround times.
- Ensure consistent customer satisfaction and service excellence.
- Meet defined sales and relationship management targets.