key responsibilities:
• provide financial solutions to the priority customers while maintaining high service standards
• maintain complete customer profile including the risk profile, demographics and assets in the bank
• enrich relationships and garner higher wallet share through customer engagement activities
• deepen the existing relationships by cross selling the bank's products and services/ third party investment products
• identify potential customers who can be sold tailored products to enhance product penetration
• acquire new customers by converting referral leads
• achieve targets as assigned by the organization on a monthly basis
• record and track all engagement activities through the crm system
• comply with kyc/sebi rules, regulations, and legislation governing the bank
qualifications:
optimal qualification for success on the job is:
• graduation/ post graduation from a recognized institute
• for deputy manager 3+ years managing high net worth clients
• for managers 5+ managing high net worth clients.
role proficiencies:
for successful execution of the job, the candidate should possess the following:
• knowledge of banking products and services
• ability to manage complex client situations
• good communication (both verbal and written) skill in both english and the local language
• ability to handle pressure and meet deadlines
• good networking and relationship building skills.