Job DescriptionDevelops new and expands existing High Net worth Customer relationships for liabilities.Ensures high levels of customer service orientation and application of bank policy.Cross sells existing bank products to customers.Informs customers of new products or product enhancements to further 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.Responsible for NTB acquisition of customers.Responsible for successfully contacting 20 customers per day.Responsible for meeting 4 customers/ prospects per day.Responsible for 2 product sales (CASA, TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc.) per dayRequirementsGraduate preferably Management Graduate. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.MIS generation.RequirementsGraduate preferably Management Graduate. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. MIS generation
💡 Quick Summary
Seeking a career-building opportunity? The Branch Relationship Manager Pune position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.