Relationship Manager - Banking

Key responsibilities:

This position is primarily responsible for developing and maintaining banking relationships with a select group of high net worth customers by providing them exceptional individualized customer service, thereby achieving targeted growth and service norms

- Develop new and expand existing High Net worth Customer relationships for Current Account, Trade and Forex

- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.

- Cross sell existing bank products to customers.

- Inform customers of new products or product enhancements to further expand the banking relationship.

- Plan and conduct special sales initiatives and events for prospective and existing clients.

- Coordinate with other group companies to provide seamless access to other products.

- Maintain a complete relationship record for assigned customer accounts.

- Tracks customer complaints/queries and turnaround times for customer satisfaction

- Ensure high level of customer service orientation and application of bank policy.

Candidate Profile / Experience / Education Qualification

- In depth knowledge of Trade and Forex & Current Account.

- In depth knowledge of Commercial Assets like CC, OD, TL, Export Finance etc

- Understanding of MF and Insurance will be an added advantage Customer orientation

- Graduate - 4 -6 years of experience AMFI / IRDA

- Post Graduate - 2 -6 years of experience AMFI / IRDA