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Branch Relationship Manager (Branch Banking) - Private Bank - Department: Retail Liabilities

Keywords / Skills : Relationship Manager, Wealth, HNI, Sales, Priority, Preferred, HNW, Personal Banker, Insurance, Mutual fund, Business Development, Acquisition, Cross Selling, Banking Sales, Key Accounts Manager, Client Relationship, Client Management, Account Management

2 - 7 years
Posted: 2019-02-02

Job Description
Job Role:
  • 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 further 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.

Job Requirements (Skills/Knowledge Prerequisites)
  • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
  • MIS generation

Educational Qualifications:
  • Graduate / Post Graduate

Experience Profile:
Graudate/Post Graduate with 2 - 6 years of experience (IRDA/AMFI certification will add an advantage)

Personality Traits
  • Customer orientation
  • High energy and drive

About Company

Seven N Half provides comprehensive range of HR services and solutions to its clients. Professionally trained and highly experienced duo of husband & wife, help their clients into hunting the right talent across the globe leading their boutique specialties of talent hunt solutions to global corporate.

The Ideology - Connecting your business to correct partner

To establish its presence nationwide in the filed of recruitment Seven N Half was formed in 2014. The idea is to bring various experiences on one desk clubbing them together and provide best practices in the recruitment fraternity. Seven N Half has now decided to spread its wings in the field of HRM solutions.
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