Job Description:

- Develops new and expands existing High Net worth Customer relationships for liabilities (CASA 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

- 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

📌 Elite RM_Surat (Surat)
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