A private sector bank is hiring Platinum Relationship Managers on its own rolls for its branch banking network across the Mumbai western suburbs and the Vasai belt.
Key responsibilities:
Source recent bank customers through individual effort and through the acquisition channel; plan and conduct special sales initiatives and events
Develop and maintain banking relationships with a select group of HNI customers through individualised service
Maintain complete relationship records for assigned accounts; track complaints, queries and turnaround times
Cross-sell bank products to the mapped existing branch customer set and inform customers of current products to widen the relationship
Coordinate with other group companies for seamless service delivery
Maintain high levels of customer service orientation and apply bank policy
Desired profile:
A very good understanding of trade, forex and current accounts; very valuable understanding of commercial assets cash credit, overdraft, term loans and export finance; mutual funds and insurance understanding.
Please note:
The focus of this role is current-account-driven HNI liabilities and commercial assets within a branch, rather than wealth management.