Posted By
Mousumi Das
HR at Waytogo Consultants
Posted in
Sales & Marketing
Job Code
1432189
Relationship Manager - TFX
Customer Relationship Development:
- Develops new relationships with High Net Worth Customers (HNIs) primarily focusing on liabilities (such as savings accounts) and commercial assets.
- Expands existing relationships by deepening engagement and understanding customer needs.
Customer Acquisition:
- Sources new customers through individual efforts and acquisition channels, utilizing personal networks and outreach strategies.
Customer Service Excellence:
- Ensures a high level of customer service orientation, adhering strictly to bank policies and procedures.
- Handles customer inquiries, complaints, and ensures quick turnaround times to enhance customer satisfaction.
Cross-selling and Upselling:
- Identifies opportunities to cross-sell bank products to existing customers.
- Informs customers about new products or enhancements to further strengthen the banking relationship.
Sales Initiatives:
- Plans and executes special sales initiatives and events aimed at acquiring new clients or deepening relationships with existing clients.
- Collaborates with marketing and product teams to promote bank offerings effectively.
Coordination and Collaboration:
- Coordinates with other departments or group companies within the organization to provide customers with seamless access to a broader range of products and services.
Record Maintenance:
- Maintains comprehensive and accurate records of all customer interactions and transactions for assigned accounts.
- Tracks customer complaints and queries, ensuring all issues are resolved promptly and efficiently.
Product Knowledge and Market Awareness:
- Stays updated with knowledge of the bank's products and services as well as market trends.
- Provides insights to customers on how various products can meet their financial needs.
Compliance and Regulatory Adherence:
- Ensures compliance with all regulatory requirements and internal policies while conducting business activities.
Performance Metrics:
- Meets or exceeds sales targets and customer satisfaction goals set by the bank.
- Regularly reports on performance metrics and achievements to management.
Relationship Management:
- Builds strong relationships with clients based on trust and integrity.
- Acts as a primary point of contact for clients, addressing their financial concerns and objectives
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Posted By
Mousumi Das
HR at Waytogo Consultants
Posted in
Sales & Marketing
Job Code
1432189