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14/09 Sangita
Elite Talent Partner at Hireginie Talent Cloud Pvt Ltd

Views:20 Applications:10 Rec. Actions:Recruiter Actions:0

Platinum Relationship Manager - Sales - Bank (4-5 yrs)

Bangalore Job Code: 291920

- Our client, a Leading Private Bank, is dedicated to providing exceptional banking and financial services to its customers. With a strong presence in the market, they prioritize customer satisfaction and aim to build long-term relationships with their clients. As an employer, they offer a dynamic work environment that promotes growth, innovation, and career development.

Designation : Platinum RM

Department : Retail Liabilities

Reporting : Branch Manager Retail Liabilities

Job Role :

- 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 record for assigned customer accounts.

- Tracks customer complaints/queries and turnaround times for customer satisfaction

Requirement :

- Minimum 4 Years Portfolio management experience in pvt bank in similar role.

- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.

- Understanding of MF and Insurance an added advantage Customer orientation.

- High energy and drive.

- Go getter attitude.

- Self motivated with a passion to achieve.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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