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High Net Worth Customer Relationship Specialist

2 weeks ago

Ludhiana, Punjab, India beBeeRelationship Full time ₹ 60,00,000 - ₹ 1,20,00,000
Customer Relationship Manager

Job Summary:

  • We are seeking an experienced Customer Relationship Manager to develop and expand existing relationships with high net worth customers.

Key Responsibilities:

  • Develop new customer relationships by sourcing category - A priority customers.
  • Source new bank customers through lead generation models and convert from external field support.
  • Maintain high levels of customer service orientation and apply bank policies.
  • Cross-sell bank products to existing customers.
  • Inform customers of new products or product enhancements to expand the banking relationship.
  • Plan and conduct special sales initiatives for prospective and existing clients through different product managers.
  • Coordinate with other group companies for seamless access to other products.
  • Maintain complete relationship records for assigned customer accounts.

Requirements:

  • Graduate with 4-6 years of experience or postgraduate with 2-4 years of experience.
  • Certified in AMFI IRDA.
  • Excellent communication skills - verbal and written.
  • Flair for sales.
  • Flexible to work scattered shifts with 9 hours on duty.
  • Good listening skills and strong communication abilities.
  • Attitude works with integrity.
  • Team player, collaborative, self-motivated person including the ability to act as a role model within the organization.
  • Ability to establish rapport quickly with peers, managers, and customers.

Why Choose This Role:

  • Opportunity to develop and grow your career in customer relationship management.
  • Chance to work with a dynamic team and contribute to the success of the organization.
  • Professional development and growth opportunities.
  • Competitive compensation package.
  • Benefits package including health insurance, retirement plan, and paid time off.
  • Recognition and reward programs for outstanding performance.