Platinum Relationship Manager - Business Banking - Delhi

Mintskill HR Solutions LLP; Mumbai; On-site; INR 900,000 - 1,400,000; Full time

Job summary

A financial institution is seeking a Platinum Relationship Manager - Business Banking to oversee Commercial, Trade & Current Account relationships in Mumbai. The role involves generating leads for business loans, ensuring customer satisfaction, and expanding existing client relationships. Applicants should be graduates, preferably in management, with a strong understanding of Trade and Forex, commercial assets, and a customer-oriented approach.

Qualifications

• Experience in developing and maintaining banking relationships with high net worth business customers.
• Excellent understanding of Commercial Assets like CC, OD, TL, Export Finance.
• Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc.
• Understanding of MF and Insurance an added advantage.
• High energy and drive.
• Go getter attitude.
• Self motivated with a passion to achieve.

Responsibilities

• Manage Commercial, Trade & Current Account relationships in business banking segment.
• Generate leads for Business Loan Group.
• Ensure customer satisfaction through quality service.
• Acquire and retain New Trade Finance & FOREX clients.
• Develops new and expands existing High Net worth business Customer relationships for liabilities and commercial assets.
• 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

Skills

Customer orientation

Understanding of Trade and Forex

High energy and drive

Go getter attitude

Self motivated

Education

Graduate preferably Management Graduate

Job description

Platinum Relationship Manager - Business Banking - Delhi

• Managing Commercial, Trade & Current Account relationships in business banking segment
  
• Generating leads for Business Loan Group for Working capital requirement, Acquisition of assets etc.
  
• Executing customer centric operations & ensuring customer satisfaction by regular analysis & upgradation of delivery & service quality norms
  
• Attaining, acquiring & retaining New Trade Finance & FOREX clients
  
• Develops new and expands existing High Net worth business Customer relationships for liabilities and commercial assets.
• 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
  

Requirements

• Graduate preferably Management Graduate. Developing and maintaining banking relationships with a select group of high net worth business customers through individualized customer service.
  
• Very good understanding of Trade and Forex & current account .
  
• Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc
  
• Understanding of MF and Insurance an added advantage Customer orientation,
  
• High energy and drive.
  
• Go getter attitude.
  
• Self motivated with a passion to achieve.