Relationship manager

3 days ago


Bengaluru, Karnataka, India Planet Solutions Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Casa
Casa sales
Hnadling HNI Ultra HNI client
Retail Branch Banking
Responsibilities

  • Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.
  • Ensures high levels of customer service orientation and application of bank policy.
  • Cross-sells existing bank products to 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.
  • Tracks customer complaints/queries and turnaround times for customer satisfaction.

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