Elite RM_Vadodara
6 Nos.
93312
Full Time
2.0 Year(s) To 8.0 Year(s)
5.00 LPA TO 8.25 LPA
BFSI, Investments & Trading
Banking/Financial Services
Any - Any 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 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 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 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
Company Profile
One of India’s leading private sector organizations, renowned for delivering innovative and customer-centric solutions across retail, corporate, and wealth management segments. The organization has established a strong market presence through digital excellence, operational efficiency, and a commitment to superior customer experience. With a dynamic work culture and growth-oriented environment, it continues to set industry benchmarks through innovation, service quality, and market leadership.
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- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.