Affluent Relationship Manager

Key Deliverables

• Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets
• Sources new bank customers through external individual efforts and acquisition channel
• Ensures high levels of customerorientation 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 further to 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 .
• Very good understanding of Commercial Assets like CC, OD, TL, Export Finance
• Understanding of Mutual Funds and Insurance is an added advantage
• Customer orientation v
• High energy levels with a motive to succeed

Qualification, Experience & Age Criteria:

• Graduation qualification in any stream | 3-7 Years of experience currently working in Relationship & Portfolio Management roles in Branch Banking can apply.
• Age Criteria : Maximum 38 Years of age.