Job Description

Platinum Relationship Manager - Business Banking


KRAs:
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Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets
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Sources new bank customers through external individual efforts and acquisition channel
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Ensures high levels of customer service orientation and application of bank policy.
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Cross-sells bank products to existing set of branch customers, which are mapped
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Informs customers of new products or product enhancements further to expand the banking relationship.
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Plans and conducts special sales initiatives and events for prospective and existing clients.
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Coordinates with other group companies to provide seamless access to other products.
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Maintains complete relationship record for assigned customer accounts.
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Tracks customer complaints/queries and turnaround times for customer satisfaction


Desired Candidate Profile:
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Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
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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
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Graduate 6 - 8 years of experience
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Post Graduate 4 - 6 years of experience
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Customer orientation
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High energy levels with a motive to succeed