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High Net Worth Customer Advocate
3 weeks ago
The primary responsibility of a Senior Relationship Manager is to develop and maintain strong relationships with high net worth customers.
Key Responsibilities:- Develop new and expand existing customer relationships for liabilities by sourcing category A priority customers.
- Source new bank customers through external individual efforts and acquisition channels.
- Ensure high levels of customer service orientation and application of bank policies.
- Cross sell bank products to existing 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 records for assigned customer accounts.
- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services.
- Generating MIS reports.
- Graduate/Post Graduate with 4+ years of experience in AMFI/IRDA.
Why You'll Thrive In This Role:
As a Senior Relationship Manager, you will have the opportunity to build long-term relationships with high net worth customers, develop your business acumen, and work in a dynamic and fast-paced environment.
