High Net Worth Relationship Manager

1 day ago

Chennai, Tamil Nadu, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 28,00,000
Key Responsibilities:
  • Increase revenue growth by developing and nurturing relationships with high net worth individuals, focusing on liabilities products such as current and savings accounts, fixed deposits, and other deposit schemes.
  • Maintain a customer-centric approach and ensure adherence to bank policies and procedures.
  • Proactively identify opportunities to cross-sell a wide range of banking products and services to enhance the overall customer relationship.
  • Keep clients informed about new products, features, and enhancements to encourage greater product adoption.
  • Plan, coordinate, and execute special sales initiatives, client events, and promotional activities targeting prospective and existing high net worth customers.
  • Collaborate with internal teams to offer seamless access to complementary financial products.
  • Maintain accurate and comprehensive relationship records for all assigned accounts.
  • Monitor and manage customer complaints, queries, and ensure timely resolution to maintain high levels of customer satisfaction.
Candidate Profile:
  • Proven experience in managing high net worth relationships, preferably in liabilities or deposit products.
  • Strong sales orientation with the ability to cross-sell multiple banking products.
  • Excellent communication, interpersonal, and relationship-building skills.
  • A customer-centric mindset with a passion for delivering superior service.
  • Good understanding of banking products, policies, and regulatory guidelines.
  • Ability to plan and execute client engagement activities and events effectively.

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