- Graduation with 3-7 years in Relationship & Portfolio Management in Branch Banking, robust knowledge of Commercial Assets like CC, OD, TL, Export Finance
- Develop and expand High Net Worth customer relationships, source new customers, cross-sell bank products, coordinate with group companies, and manage customer complaints
Key Deliverables
- Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets
- Sources new bank customers through external individual efforts and acquisition channel
- Ensures high levels of customer 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
Desired Candidate Profile
- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer .
- Very good understanding of Commercial Assets like CC, OD, TL, Export Finance
- Understanding of Mutual Funds and Insurance is an added advantage
- Customer orientation v
- High energy levels with a motive to succeed
Qualification, Experience & Age Criteria:
- Graduation qualification in any stream | 3-7 Years of experience currently working in Relationship & Portfolio Management roles in Branch Banking can apply.