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High Net Worth Customer Relationship Manager

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Mohali, Punjab, India beBeeHighNetWorth Full time ₹ 15,00,000 - ₹ 22,49,000

Job Title: High Net Worth Customer Relationship Manager

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  • Liaise with high net worth clients to develop and expand existing relationships.
  • Provide exceptional customer service orientation and apply bank policy effectively.
  • Cross-sell existing bank products to customers to increase revenue.
  • 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 records for assigned customer accounts.
  • Track customer complaints, queries, and turnaround times for customer satisfaction.