Platinum Relationship Manager
Shine.com
- Location
- Pune Division, Maharashtra, India
- Job type
- Full-time
About the role
Shine.com
Website:
shine.com
Job details:
Roles Responsibilities-
- Develops new and expands existing High Net Worth customer relationships for liabilities (SA 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 Commercial Assets
- Understanding of Mutual Funds and Insurance is an added advantage
- Graduate with 4 to 6 years of experience
This job is provided by Shine.com
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