Job Description

• 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

• 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

• Excellent 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

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