Platinum Relationship Manager – Business Banking KRAs:
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
Apply through whichever channel suits you best.