Job Description
Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority 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 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 facilitate seamless access to their products.
Maintains complete relationship record for assigned customer accounts
Excellent written and oral communication skills
Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
Desired Candidate Profile
Please refer to the Job Description above
Key Skills
Key Skills
.
AMFI / IRDA certification, Customer relationship, Customer Service, Banking relationship, Sales, Corporate banking
Qualification
.
Any Graduate
Additional Qualification
.
AMFI / IRDA certification, Customer relationship, Customer Service, Banking
relationship, Sales, Corporate banking
Industry
.
Banking/Financial/Insurance Services
Functional Area
.
Banking/Insurance
Job Role
.
Relationship Executive/Manager