Senior Banking Relationship Executive

1 day ago


Jalandhar, Punjab, India beBeeCustomer Full time ₹ 80,00,000 - ₹ 1,50,00,000
Job Overview

We are seeking an experienced Elite Relationship Manager to join our team. As a key member of our Retail Liabilities department, you will be responsible for developing and expanding existing banking relationships with high net worth customers.

Key Responsibilities:
- Develop new and expand existing High Net Worth customer relationships for liabilities and commercial assets.
- Ensure high levels of customer service orientation and application of bank policy.
- 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.

Requirements:
- 3 to 4 years work experience, At least 1+ years at Relationship Manager Role.
- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
- Very good understanding of Trade and Forex.
- Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc.
- Understanding of MF and Insurance an added advantage.

What We Offer:
- A dynamic and challenging role in a fast-paced environment.
- Opportunities for career growth and professional development.
- A competitive salary and benefits package.

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