Platinum Relationship Manager

A "Platinum Rm JD" at AU Small Finance Bank refers to the job description for a Platinum Relationship Manager, whose main duties CASA involve managing relationships with high-net-worth clients, acquiring new clients, and cross-selling financial products. Key responsibilities include building client portfolios, providing personalized financial advice, ensuring client satisfaction, and achieving business targets. The role requires strong relationship management, sales, and communication skills. Key responsibilities

• Client relationship management: Manage and develop relationships with high-net-worth individuals to grow liability and asset portfolios.
• New client acquisition: Proactively develop and acquire new high-net-worth customers.
• Product cross-selling: Inform clients about new products and services to maximize business opportunities.
• Client profiling: Capture and manage client data through the organizational CRM process.
• Goal achievement: Meet business targets related to client portfolios and revenue generation.

Required skills and qualifications

• Relationship management: Proven ability to build and maintain strong client relationships.
• Sales and negotiation: Excellent sales and negotiation skills to meet targets.
• Financial knowledge: A good understanding of financial products and services.
• Communication: Strong verbal and written communication skills.
• Client focus: Ability to provide personalized financial advice and solutionRole & responsibilities

Preferred candidate profile