- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
- Sources new bank customers through external individual efforts and acquisition channel.
- Cross sells bank products to existing set of Branch customers which are mapped.
- 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.
- Tracks customer complaints/queries and turnaround times for customer satisfaction
JOB REQUIREMENT:
- Graduate - 3 -5 years of experience
- Post Graduate - 2 -3 years of experience
- Customer orientation
- High energy and drive AMFI / IRDA certified is preferred
Responsibilities
Acquire new HNI customers and expand existing relationships for liabilities. Source new customers through individual efforts and acquisition channels. Cross-sell bank products to mapped branch customers to enhance wallet share. Inform clients about recent products and enhancements to deepen engagement. Plan and execute special sales initiatives and client events to drive business. Coordinate with group companies to offer integrated financial solutions. Maintain complete relationship records for all assigned customer accounts. Track and resolve customer complaints and queries within defined turnaround times. Ensure consistent customer satisfaction and service excellence. Meet defined sales and relationship management targets.