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Relationship Manager - Sales - Branch Banking/Private Bank (4-6 yrs)
Job Description:
We are currently hiring a highly motivated and customer-oriented Relationship Manager to join our client's Branch Banking team. In this role, you will be responsible for developing and expanding relationships with High Net Worth Customers, ensuring exceptional customer service and adherence to bank policies. Your primary focus will be on liabilities, cross-selling existing bank products, and informing customers about new products and enhancements to strengthen the banking relationship. Additionally, you will be involved in planning and conducting special sales initiatives and events to attract prospective and existing clients. Collaboration with other group companies will be essential to provide seamless access to a comprehensive range of products. Maintaining accurate customer records, tracking and resolving customer complaints/queries, and ensuring customer satisfaction will be critical to your success in this role.
Key Responsibilities:
- Develop and maintain relationships with High Net Worth Customers, delivering personalized customer service
- Cross-sell existing bank products to customers
- Inform customers about new products and enhancements to expand the banking relationship
- Plan and execute special sales initiatives and events for prospective and existing clients
- Collaborate with other group companies to provide seamless access to additional products
- Maintain complete relationship records for assigned customer accounts
- Track customer complaints/queries and ensure timely resolution for customer satisfaction
- Generate and maintain MIS reports
Requirements :
- Educational Qualifications: Graduate/Postgraduate
Experience Profile :
- Graduates: 4-6 years of experience with AMFI/IRDA certification
- Postgraduates: 2-4 years of experience with AMFI/IRDA certification
- Strong customer orientation with a focus on delivering exceptional service
- High energy level and self-driven approach
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