Platinum Banker-Business Banking-Outbound_BRANCH BANKING_0468_0654_1085105

Platinum Relationship Manager – Business Banking

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

Responsibilities
- Develop and expand relationships with High Net Worth customers for liabilities and commercial assets.

- Deliver high levels of customer service while ensuring adherence to bank policies.

- Cross-sell a wide range of banking products to deepen client engagement.

- Inform clients about new products and enhancements to strengthen relationships.

- Plan and execute special sales initiatives and client engagement events.

- Coordinate with group companies to offer seamless access to other financial products.

- Maintain complete relationship records for assigned customer accounts.

- Track and resolve customer complaints and queries within defined turnaround times (TAT).