Job purpose :
Developing and maintaining banking relationships with a select group of high net worth salaried customers through individualized customer services
Job Role:
- Develops current and expands existing High Net worth salaried Customer relationships for liabilities by sourcing category – A priority corporate salary customers.
- 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 and new set of Customers
- 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
Requirements
Job Requirement:
Graduate - 4 -6 years of experience AMFI / IRDA
Post Graduate - 3 - 5 years of experience AMFI / IRDA
- Strong back ground on Cross Selling
- Good inter personal skills & Relationship Management skills
- Good communication skill
- Presentable as RMs will be interacting with Mid to High-level corporate employee.
- Having some knowledge of the equity market.