Elite Relationship Manager- Business Banking (Mumbai)

Leading
Department Icon Stock Market Trading Asset & Wealth Management
Posted: 12 hours ago
4-8 years
Mumbai City
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 11 Jan 2027
Posted: 12 hours ago
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Job Description

  • Elite Relationship Manager- Business Banking (Mumbai)
  • Company: Leading
  • Job Location: Mumbai, Maharashtra, India
  • Employment Type: Full-time
  • Experience Required: 4 - 6 years
  • About the Role
  • Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets
  • Key Responsibilities
  • Sources recent bank customers through external individual efforts and acquisition channel
  • 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 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
  • Requirements
  • 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.
  • Excellent understanding of Commercial Assets like CC, OD, TL, Export Finance
  • Understanding of Mutual Funds and Insurance is an added advantage
  • Graduate 4 - 6 years of experience
  • Post Graduate - 2 -4 years of experience
  • Customer orientation
  • High energy levels with a motive to succeed .

Skills

High Net Worth Customer RelationshipsMutual FundsTradeCommercial AssetsInsuranceForexCustomer Service Orientation

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