Private Banking Relationship Manager
3 weeks ago
Job Role
· Develops new and expands existing High Net worth Customer relationships for liabilities.
· Ensures high levels of customer service orientation and application of bank policy.
· Cross sells existing bank products to 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.
· Tracks customer complaints/queries and turnaround times for customer satisfaction
Job Requirements
Skills/Knowledge Prerequisites
· Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
Educational Qualifications
· Graduate / Postgraduate
Experience Profile
· Graduate - 4 -6 years of experience AMFI / IRDA
· Post Graduate - 2 -4 years of experience AMFI / IRDA
Personality Traits
· Customer orientation
Relationship Value: Between 3-4 Cr. of each customer - HNU & UHNI
Average relationship Value: 70-80 lacs in the portfolio
Minimum Relationship Value starts from 30 Lakhs +
Stability of candidates is a must + Age Criteria is 35years only.
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