Client Relationship Partner - CASA - Bank

Responsibilities:

Relationship Development:

- Cultivate and expand relationships with high-net-worth customers.

- Identify and pursue opportunities for increasing the bank's share of the customer's business.

Customer Service Excellence:

- Ensure top-notch service and adherence to bank policies.

- Address and resolve customer complaints and queries promptly to maintain high satisfaction levels.

Product Cross-Selling:

- Promote and sell existing bank products to current customers.

- Inform customers about new products or enhancements that could benefit them.

Sales Initiatives:

- Plan and execute special sales events and initiatives targeting prospective and current clients.

- Work towards achieving set sales targets and objectives.

Coordination with Other Companies:

- Collaborate with other group companies to provide comprehensive financial solutions to clients.

- Ensure seamless access to a broad range of products and services.

Record Maintenance:

- Maintain detailed and accurate records of customer interactions and transactions.

- Keep track of customer profiles and relationship status.

Customer Satisfaction Tracking:

- Monitor and evaluate customer feedback and turnaround times.

- Implement improvements based on customer satisfaction metrics.

Requirements:

- Experience: Proven experience in retail branch banking, preferably with high-net-worth individuals.

- Gender: Female candidates are specifically required for this role.

Skills:

- Strong relationship management and communication skills.

- Ability to handle customer complaints effectively.

- Proficiency in cross-selling and driving sales initiatives.

- Collaborative skills for coordinating with different teams or companies