Job Overview
Responsible for developing and maintaining strong relationships with high-net-worth individuals, offering tailored financial solutions and exceptional service. This role requires a proactive and sales-oriented approach, with a focus on outbound client engagement and business development.
Job Description:
1) Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets
2) Sources new bank customers through external individual efforts (including cold calling, networking, and referrals) and acquisition channel. Ensures high levels of customer service orientation and application of bank policy.
3) 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.
4) Plans and conducts special sales initiatives and events for prospective and existing clients.
5) Coordinates with other group companies to provide seamless access to other products.. Maintains complete relationship record for assigned customer accounts.
6) Tracks customer complaints/queries and turnaround times for customer satisfaction
Minimum 4 to 10 years of experience in relationship management / Wealth management with any banks or wealth management company will be ideal . Preferring only local candidates for the above role.