Elite Talent Partner at Hireginie Talent Cloud Pvt Ltd
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Platinum Relationship Manager - Sales - Private Bank (4-8 yrs)
Designation: Platinum RM / ERM
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 :
- Min 4 Years Portfolio management exp 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.
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