Senior Client Relationship Specialist

5 days ago


Mumbai, Maharashtra, India Kritech Technologies Full time

We are seeking a Senior Client Relationship Specialist to join our team at Kritech Technologies. As a key member of our sales team, you will be responsible for acquiring, growing, and deepening high net worth customer relationships through effective relationship management.

Focusing on the analysis and satisfaction of HNI customers' financial, banking, investment, and business needs and objectives, you will provide the face of the Bank to our high net worth customers.

Key Responsibilities:

  • Manage business development targets for existing and new clients to maximise customer base and achieve sales targets, ensuring client retention and growth.
  • Maintain a product mix in sales targets and achieve cross-selling targets.
  • Have strong knowledge of customer matrix and policies.
  • Be able to prevent money laundering and report suspicious activities to supervisor.
  • Utilise referrals to increase customer base.


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