Platinum Relationship Manager-Business Banking_Branch Banking-Service_Mumbai
Back from the application? Add your CV and RoleFinder scores your fit for this role, then ranks your best 12 open roles where you want to work, each with a one-line reason.
Check my fitAbout the role
We are looking for a dynamic and self-motivated Platinum Relationship Manager to manage and grow relationships with High Net Worth (HNW) customers. This role involves offering personalized banking solutions across liabilities, commercial assets, and investment products, while ensuring superior customer service and compliance with bank policies. The ideal candidate will be a go-getter with strong financial acumen and a passion for relationship management.
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)
Get open roles ranked against your CV
Add your CV once. RoleFinder ranks the open roles where you want to work, plus remote ones, against it, shows your best 12 with a one-line reason each, and emails you new matches once a week. The file is read once by AI and not kept; employers never see it.
Sign in with Google or email to start. How we handle your CV