Platinum Relationship Manager
1 week ago
Platinum Relationship Manager
Business Banking
KRAs:
Develops new and expands existing High Net worth Customer relationships for liabilities (CA 
 driven) and commercial assets 
 Sources new bank customers through external individual efforts and acquisition channel 
 Ensures high levels of customer service orientation and application of bank policy. 
 Cross-sells bank products to existing set of branch customers, which are mapped 
 Informs customers of new products or product enhancements further to 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 record for assigned customer accounts. 
 Tracks customer complaints/queries and turnaround times for customer satisfaction
Desired Candidate Profile:
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 & CA 
 Very good understanding of Commercial Assets like CC, OD, TL, Export Finance 
 Understanding of Mutual Funds and Insurance is an added advantage 
 Graduate 6 - 8 years of experience 
 Post Graduate 4 - 6 years of experience 
 Customer orientation 
 High energy levels with a motive to succeed
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