Posted By
Mousumi Das
HR at Waytogo Consultants
Posted in
Banking & Finance
Job Code
1438234
High Net Worth Customer Relationship Management:
- Develop and expand relationships with High Net Worth customers to increase liabilities (deposits) and other banking products.
- Provide personalized service and ensure high levels of customer satisfaction in accordance with bank policies.
Cross-Selling:
- Cross-sell existing bank products and services to HNW customers based on their financial needs and goals.
- Inform customers about new products or enhancements to deepen their banking relationship.
Sales Initiatives and Events:
- Plan and execute special sales initiatives, events, or seminars targeted at prospective and existing HNW clients to promote banking products and services.
Coordination with Group Companies:
- Collaborate with other group companies within the organization to provide seamless access to a wider range of banking and financial products.
Relationship Management:
- Maintain comprehensive records of customer interactions and preferences to effectively manage and strengthen banking relationships.
- Develop and implement strategies to enhance customer loyalty and retention.
Customer Service and Complaint Management:
- Track and manage customer complaints and queries, ensuring timely resolution and high levels of customer satisfaction.
- Monitor turnaround times for resolving customer issues and implement improvements as needed.
- Expertise in Mutual Funds and Insurance:
- Possess knowledge of Mutual Funds (MF) and Insurance products, which is advantageous in providing comprehensive financial advice and solutions to customers.
Customer Orientation:
- Demonstrate a strong customer-centric approach in all interactions and transactions with HNW clients, ensuring their financial needs are met effectively
Didn’t find the job appropriate? Report this Job
Posted By
Mousumi Das
HR at Waytogo Consultants
Posted in
Banking & Finance
Job Code
1438234