Relationship Manager - HF_HOUSING FINANCE_0412_1459_1086813
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Key details
- Location
- Mumbai, MH, India
- Work style
- Onsite
- Level
- Senior
- Job type
- Full-time
- Experience
- 4–6 yrs
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 3w ago
Skills
About the role
Relationship Manager - HF
·
Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets
· 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 branch customers, which are mapped
· Informs customers of new products or product enhancements further to 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 Desired Candidate Profile:
· Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
· 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
· Graduate 4 - 6 years of experience
· Post Graduate - 2 -4 years of experience
· Customer orientation
· High energy levels with a motive to succeed