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upGrad Rekrut

Private Banking Relationship Manager

Early Applicant
  • 5 months ago
  • Be among the first 50 applicants

Job Description

Job Role

Develops new and expands existing High Net worth Customer relationships for liabilities.

Ensures high levels of customer service orientation and application of bank policy.

Cross sells existing bank products to customers.

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

Job Requirements

Skills/Knowledge Prerequisites

Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.

Educational Qualifications

Graduate / Postgraduate

Experience Profile

Graduate - 4 -6 years of experience AMFI / IRDA

Post Graduate - 2 -4 years of experience AMFI / IRDA

Personality Traits

Customer orientation

Relationship Value: Between 3-4 Cr. of each customer - HNU & UHNI

Average relationship Value: 70-80 lacs in the portfolio

Minimum Relationship Value starts from 30 Lakhs +

Stability of candidates is a must + Age Criteria is 35years only.

More Info

Industry:Other

Function:Banking

Job Type:Permanent Job

Date Posted: 29/05/2024

Job ID: 80243959

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