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Senior Relationship Banker
2 weeks ago
Develop and expand relationships with high net worth clients for liabilities and commercial assets. Ensure exceptional customer service and bank policy application.
Cross-sell existing products to customers, inform them of new offerings to grow the banking relationship. Plan and execute special sales initiatives and events for prospective and existing clients. Coordinate with other group companies for seamless access to additional products.
Maintain comprehensive records for assigned customer accounts. Track customer complaints/queries and turnaround times for satisfaction improvement.
Key Responsibilities
Develop and maintain individualized banking relationships with high net worth clients through customized service.
Strong understanding of Commercial Assets like Credit Cards, Overdrafts, Term Loans, Export Finance etc
A solid grasp of Mutual Funds and Insurance is an asset. Customer-centricity, high energy, and drive are essential traits. A go-getter attitude with self-motivation and a passion for achievement.
