Elite Relationship Manager
1 week ago
Role & responsibilities
- Develop and manage relationships with HNI customers for liabilities and commercial assets.
- Ensure high levels of customer service and adherence to bank policies.
- Cross-sell bank products including CASA, MF, Insurance, and third-party products.
- Inform clients about new products and enhancements to deepen banking relationships.
- Plan and execute sales initiatives and client engagement events.
- Coordinate with group companies to offer seamless access to additional financial products.
- Maintain comprehensive relationship records and track customer queries/complaints for timely resolution.
Preferred candidate profile
- Experience: Minimum 2 - 5 years in BFSI/Banking, with at least 1 years in a Relationship Manager role.
- Education: Graduate from any UGC-recognized university; Postgraduate preferred.
- Age Limit: Up to 35 years.
Skills:
Strong understanding of Trade & Forex, Current Accounts, and Commercial Assets (CC, OD, TL, Export Finance).
- Knowledge of Mutual Funds and Insurance is an added advantage.
- Excellent communication and interpersonal skills.
- High energy, customer orientation, and a go-getter attitude.
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