Roles Responsibilities
- Develops new and expands existing High Net Worth customer relationships for liabilities (CASA driven) and commercial assets
- Sources new bank customers through external individual efforts and acquisition channels
- Ensures high levels of customer service orientation and application of bank policy
- Cross-sells bank products to existing set of branch customers, which are mapped
- 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
Desired Candidate Profile
- Developing and maintaining banking relationships with a select group of high net worth
- customers through individualized customer service.
- Very good understanding of Trade and Forex CA
- Very good understanding of Commercial Assets like CC, OD, TL, Export Finance
- Understanding of Mutual Funds and Insurance is an added advantage
- Graduate 6 - 8 years of experience
- Post Graduate 4 - 6 years of experience
- Customer orientation
- High energy levels with a motive to succeed
This job is provided by Shine.com
