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Platinum Relationship Manager @ JobStation Enterprise

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 Platinum Relationship Manager

Job Description

    Roles & Responsibilities

    • Develops new and expands existing High Net Worth customer relationships for liabilities (CASA driven) and commercial assets
    • Sources new bank customers through external individual efforts and acquisition channels
    • 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 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

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

Employement Category:

Employement Type: Full time
Industry: Banking
Role Category: Pre-Sales
Functional Area: Not Specified
Role/Responsibilies: Platinum Relationship Manager

Contact Details:

Company: JobStation Enterprise
Location(s): Surat

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Keyskills:   retail liabilities portfolio management acquisition branch banking cross selling retail banking casa portfolio hni sales relationship management

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₹ 2 to 7 Yr

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JobStation Enterprise

JobStation Enterprise LLP