Platinum RM_Surat
5 Nos.
63418
Full Time
2.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 11.50 LPA
BFSI, Investments & Trading
Banking/Financial Services
Any - Any Graduation; Any - Any Post-Graduation
Job Description:
- Develops new and expands existing High Net worth Customer relationships for liabilities (CASA 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 bankingrelationship.
- 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 Profile / Criteria / Skills :
- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
- Very good understanding of Commercial Assets like CC, OD, TL, Export Finance
- Understanding of Mutual Funds and Insurance is an added advantage
- Graduate 4 - 8 years of experience
- Post Graduate 2 - 4 years of experience
- Customer orientation
- High energy levels with a motive to succeed
Key Skills :
- Relationship Management
- Wealth Management
- Private Banking
- Banking Relationship Management
- Customer Relationship Management
- Portfolio Management
- Commercial Assets
- Cash Credit (cc)
- Overdraft (od)
- Term Loan (tl)
- Liability Products
- Casa Acquisition
- Cross-selling
- Upselling
- Mutual Funds
- Insurance Products
- Investment Advisory
- Client Acquisition
- Revenue Generation
- Retail Banking
- Financial Products Sales
- Customer Service Excellence
- Client Retention
- Business Development
- Sales Target Achievement
- Financial Advisory
- Customer Orientation
- Banking Sales
- Lead Generation
- High Net Worth Client Handling.
Company Profile
Leading in india's top private sector --- headquartered in Mumbai, Maharashtra, India. In February 2003,
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.