Platinum Relationship Manager

Job Description

Position:

Platinum Relationship Manager – Business Banking

Key Responsibilities (KRAs):

• Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets.
• Sources new 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.

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 with 6 - 8 years of experience.
• Post Graduate with 4 - 6 years of experience.
• Customer orientation.
• High energy levels with a motive to succeed.

Document generated for internal use only.