Senior Relationship Manager

Senior Relationship Manager - Privy League-PRIORITY-Regional sales

Role:

 

·         Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers

·         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 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

 

Job Requirement:

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

·         MIS generation

·         Graduate/ Post Graduate – 4 plus years of experience AMFI / IRDA

 

Experience Level

Senior Level