Relationship Building Executive

5 days ago


Solapur, Maharashtra, India beBeeCustomer Full time ₹ 10,00,000 - ₹ 1,50,00,000
Job Title: Senior Relationship Manager

Key Responsibilities:

  • Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category.
  • Sources new bank customers through external individual efforts and acquisition channels.
  • Ensures high levels of customer service orientation and application of bank policy.
  • Cross sells bank products to existing sets of Customers.
  • Informs customers of new products or product enhancements to further expand the banking relationship.
  • Plans and conducts special sales initiatives and events for prospective and existing clients.
  • Coordinates with other group companies to provide seamless access to other products.
  • Maintains complete relationship records for assigned customer accounts.

Requirements:

  • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services.
  • MIS generation.

Preferred Qualifications:

  • Graduate/Post Graduate-4 plus years of experience in AMFI/IRDA.


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