Platinum RM_Pune
Job Description:
KRAs:
? 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 6 - 8 years of experience
? Post Graduate 4 - 6 years of experience
? Customer orientation
? High energy levels with a motive to succeed
Company Profile
Leading in india's top private sector --- headquartered in Mumbai, Maharashtra, India. In February 2003,
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