Recruiter Logo
Now Apply on the Go!
Download updazz Jobseeker App and get a seamless experience for your job-hunting
07/02 Bidyut Bikash Dhar
Vice President at SMIFS LIMITED

Views:67 Applications:17 Rec. Actions:Recruiter Actions:0

Elite Client Relationship Manager - Banking (5-10 yrs)

Mumbai/Delhi/Delhi NCR Job Code: 363327

Key Responsibilities:

- Act as the single point of contact for the company's most prestigious and high-net-worth (Gold) clients, ensuring seamless service and exceptional customer experience.

Coordinate across business verticals to fulfill client requests, including but not limited to:

- Monthly reports and portfolio statements

- Market research insights and financial event updates

- Exclusive invitations and event details

- Balance information and account queries

- Proactively re-engage dormant high-value clients to schedule personalized consultations with wealth managers.

- Manage client relationships with a high degree of professionalism, emotional intelligence, and discretion.

- Handle challenging client interactions, including those with strong opinions or high expectations, with patience and diplomacy.

- Multi-task efficiently by managing service calls, generating reports, coordinating internal teams, and engaging dormant clients simultaneously.

Qualifications & Skills Required:

- Preferred: Prior experience in the credit card customer service division of American Express or luxury banking/wealth management service roles.

Exceptional Communication Skills:

- Impeccable diction with an optimistic and cheerful tonality.

- Strong written and verbal communication in English.

Client-Centric Approach:

- Ability to provide 'white-glove' service, ensuring clients feel valued and prioritized.

- High emotional intelligence (EQ) with a strong sense of empathy.

Professionalism & Maturity:

- Ability to engage with ultra-high-net-worth individuals with poise and discretion.

- Capability to handle irate or demanding clients with patience and problem-solving skills.

Tech Proficiency:

- Strong working knowledge of MS Word, Excel, PowerPoint, and Prezi.

- Ability to manage CRM tools and client databases.

- Experience: Preferably from the credit card customer service division of American Express or similar elite client service experience

- Industry: Financial Services/Wealth Management/Banking

- Employment Type: Full-time

Why Join Us?

- Work with the crme de la crme clients in an elite financial services environment.

- Exposure to high-value networking opportunities and premium financial insights.

- Be part of a company that values top-tier client service and professional growth.

Add a note
Something suspicious? Report this job posting.