Relationship Manager - Wealth - Bank (2-8 yrs)
Job Role
Job Description:-
- Develops new and expands existing High Net worth Customer relationships for liabilities.
- 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
JOB REQUIREMENTS
Skills/Knowledge prerequisites
- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
Educational Qualifications
- Graduate / Postgraduate
Experience Profile
- Graduate - 4 -6 years of experience AMFI / IRDA
- Post Graduate - 2 -4 years of experience AMFI / IRDA
Personality Traits
- Customer orientation,
- High energy and drive
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
