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