HNI Client Relationship Manager

4 weeks ago


AsansolWest Bengal, India iimjobs Full time

- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers.

- Sources new bank customers through external individual efforts and acquisition channel.

- Ensures high levels of customer service orientation and application of bank policy.

- Cross sells bank products to existing set of customers.

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

- Plans and conducts special sales initiatives and events for prospective and existing clients.

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

- Maintains complete relationship record for assigned customer accounts.

- To work in synergy with the cross functional teams to generate wallet share across Wealth & Liability products . - To cross sell wealth & liability products to the bank's premium #Assetclients. Generate new business to achieve defined sales targets.


- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.


- Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.


- Ensure ongoing self-development.


- Manage the key performance indicators at the highest level.


- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.


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