Elite Client Manager

2 days ago


Chittoor, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 22,00,000
Job Description

We are seeking an experienced and results-driven professional to join our Branch Banking team in a key role that involves developing and expanding high net worth customer relationships for liabilities and commercial assets.

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:
  • 4 to 5 years work experience in banking and finance.
  • 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 is an added advantage.
  • Customer orientation, high energy and drive, go-getter attitude and self-motivated with a passion to achieve.


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