Relationship Manager - Current Account & Savings Account - Private Banking Division

About the Role:

- As a Relationship Manager for CASA (Current Account and Savings Account) in our Private Banking division, you will be responsible for developing and expanding relationships with high-net-worth individuals (HNWIs) to manage their liabilities.

- You will provide exceptional customer service, cross-sell banking products, and coordinate with various departments to ensure a seamless banking experience for clients.

Key Responsibilities:

Relationship Development:

- Develop new and expand existing relationships with high-net-worth customers, focusing on liabilities.

- Provide personalized banking services to a select group of HNWIs, ensuring a high level of client satisfaction and loyalty.

Customer Service Excellence:

- Maintain high standards of customer service and adhere to bank policies.

- Address and resolve customer complaints and queries promptly to ensure customer satisfaction.

Product Cross-Selling:

- Cross-sell existing bank products, including CASA accounts, to enhance the overall banking relationship.

- Inform clients about new products or product enhancements and demonstrate how these can benefit them.

Sales Initiatives:

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

- Develop strategies to achieve sales targets and contribute to the growth of the CASA portfolio.

Coordination and Collaboration:

- Work closely with other group companies to offer a comprehensive range of products and services.

- Ensure seamless access to products beyond CASA, leveraging relationships with other departments.

Relationship Management:

- Maintain detailed records of all client interactions and account activities.

- Continuously monitor client accounts to identify opportunities for deepening relationships and enhancing services.

Customer Feedback and Improvement:

- Track and analyze customer feedback to improve service delivery and address any issues.

- Implement changes based on feedback to enhance overall customer experience.

Industry Knowledge:

- Stay informed about market trends, industry developments, and competitor activities.

- Develop an understanding of mutual funds (MF) and insurance products to better serve clients.

Qualifications:

- Bachelor's/Master's degree in Business, Finance, Economics, or a related field; advanced degree is an advantage.

- Proven experience in relationship management, preferably within private banking or financial services.

- Strong knowledge of CASA products and services, with experience in cross-selling and client relationship management.

- Understanding of mutual funds and insurance products is preferred.

- Excellent communication, interpersonal, and customer service skills.

- Strong problem-solving abilities and attention to detail.

- Ability to manage multiple priorities and work effectively in a fast-paced environment