Platinum Relationship Manager - Branch Banking

• A private sector bank is hiring Platinum Relationship Managers on its own rolls for its branch banking network across the Mumbai western suburbs and the Vasai belt.

Key responsibilities:

• Source new bank customers through individual effort and through the acquisition channel; plan and conduct special sales initiatives and events
• Develop and maintain banking relationships with a select group of HNI customers through individualised service
• Maintain complete relationship records for assigned accounts; track complaints, queries and turnaround times
• Cross-sell bank products to the mapped existing branch customer set and inform customers of new products to widen the relationship
• Coordinate with other group companies for seamless service delivery
• Maintain high levels of customer service orientation and apply bank policy

Desired profile:

• A very good understanding of trade, forex and current accounts; very good understanding of commercial assets cash credit, overdraft, term loans and export finance; mutual funds and insurance understanding.

Please note:

• The focus of this role is current-account-driven HNI liabilities and commercial assets within a branch, rather than wealth management.