Relationship Manager - HF_HOUSING FINANCE_0412_1246_1095603

Relationship Manager - HF_HOUSING FINANCE_0412_1246_1095603

Relationship Manager - HF

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Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets 

· 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 branch customers, which are mapped 

· Informs customers of new products or product enhancements further to 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 Trade and Forex & CA. 

· Very good understanding of Commercial Assets like CC, OD, TL, Export Finance 

· Understanding of Mutual Funds and Insurance is an added advantage 

· Graduate 4 - 6 years of experience 

· Post Graduate - 2 -4 years of experience 

· Customer orientation 

· High energy levels with a motive to succeed

Experience Level

Senior Level