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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.
Date Posted: 29/05/2024
Job ID: 80243959