Job Description:

- Develops new and expands existing High Net worth Customer relationships for liabilities (CASA 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 Profile / Criteria / Skills :

- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.

- Very valuable 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

📌 Elite RM_Vadodara (Vadodara)
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📍 Vadodara