High Net Worth Relationship Manager

1 day ago

Mysore, Karnataka, India beBeeRelationship Full time ₹ 12,00,000 - ₹ 25,00,000

We are seeking a seasoned professional to join our team as a High Net Worth Relationship Manager. As a key member of our client-facing division, you will be responsible for building and maintaining strong relationships with high net worth clients.

Job Description:

The ideal candidate will have a proven track record of success in banking and finance, with a strong understanding of commercial assets and customer service orientation. You will be responsible for developing and implementing customized solutions to meet the unique needs of each client, ensuring that their financial goals are met while delivering exceptional customer experience.

  • 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 complete relationship record for assigned customer accounts
  • Track customer complaints, queries, and turnaround times for customer satisfaction
Required Skills and Qualifications:
  • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service
  • Very good understanding of commercial assets like CC, OD, TL, Export Finance, etc.
  • Understanding of MF and Insurance is an added advantage
  • Customer orientation
  • High energy and drive
  • Go-getter attitude
  • Self-motivated with a passion to achieve
Benefits:

We offer a competitive compensation package, comprehensive benefits, and opportunities for career growth and development. Our team members enjoy a dynamic and supportive work environment, where they can grow professionally and personally.

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