Job Description
Role:
. Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category
• A priority customers .
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 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 Job Requirement:
. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services . MIS generation . Graduate - 4 -6 years of experience AMFI / IRDA .Post Graduate - 2 -4 years of experience AMFI / IRDA
. Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category
• A priority customers .
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 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 Job Requirement:
. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services . MIS generation . Graduate - 4 -6 years of experience AMFI / IRDA .Post Graduate - 2 -4 years of experience AMFI / IRDA
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Chennai 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.
