Job Description
Job Overview
Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. MIS generation
Roles & Responsibilities
• Develops 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 expand the banking relationship further.
• 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
Requirements
Educational Qualifications:
• Graduate - 4 -6 years of experience AMFI / IRDA
Experience Profile: Graduate:
• 4 -6 years of experience AMFI / IRDA
• Post Graduate - 2 -4 years of experience AMFI / IRDA
Personality Traits:
• Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through Process
Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. MIS generation
Roles & Responsibilities
• Develops 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 expand the banking relationship further.
• 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
Requirements
Educational Qualifications:
• Graduate - 4 -6 years of experience AMFI / IRDA
Experience Profile: Graduate:
• 4 -6 years of experience AMFI / IRDA
• Post Graduate - 2 -4 years of experience AMFI / IRDA
Personality Traits:
• Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through Process
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | CASA position is now open for candidates interested in the Bank Jobs sector. This role in Bangalore 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.
