Elite Banker-Household-Outbound_BRANCH BANKING_0468_1269_1019456

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 4 - 6 years of experience  Post Graduate - 2 -4 years of experience  Customer orientation  High energy levels with a motive to succeed

Responsibilities
- Acquire and expand relationships with High Net Worth individuals for both liabilities and commercial assets.

- Deliver superior customer service while ensuring adherence to bank policies and compliance standards.

- Cross-sell a wide range of banking products and services to deepen client relationships.

- Educate clients about new products and enhancements to maximize engagement.

- Organize and lead targeted sales initiatives and client engagement events.

- Collaborate with other group companies to offer integrated financial solutions.

- Maintain comprehensive records of client interactions and relationship history.

- Monitor and resolve customer complaints and queries with a focus on quick turnaround and satisfaction.