Develops recent and expands existing High Net worth Customer relationships for liabilities (SA
driven) and commercial assets
Sources recent 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 valuable 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