Post:- Platinum RM / ERM
Department:- Retail Liabilities
Reporting Relationships:- Branch Manager Retail Liabilities
Level:- Senior Manager
Experience:- Min 4 yrs Portfolio Management experience in Pvt Bank in similar roles (Imperia RM- HDFC, Burgundy RM- Axis, Sr. PB- ICICI)
CTC:- 11.5 Lpa to 13 Lpa
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
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 etc
Understanding of MF and Insurance an added advantage Customer orientation,
High energy and drive.
Go getter attitude.
Self motivated with a passion to achieve.