Platinum Relationship Manager – Business Banking
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 recent 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 6 - 8 years of experience
Post Graduate 4 - 6 years of experience
Customer orientation
High energy levels with a motive to succeed