Job Description
The Commercial Cards Relationship Manager 3 is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Responsibilities:
• Client Account Management
• Review customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
• Advise customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
• Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration
• Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.
• Organize customer events to enhance customer bonding.
Responsibilities:
• Client Account Management
• Review customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
• Advise customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
• Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration
• Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.
• Organize customer events to enhance customer bonding.
💡 Quick Summary
Seeking a career-building opportunity? The Commercial Cards Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Gurugram 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.
