Platinum Relationship Manager- Business Banking- Gujarat

Mintskill HR Solutions LLP; India; Remote; Full time

Job summary

A premier financial services firm is seeking a Platinum Relationship Manager to develop and expand High Net Worth Customer relationships in Gujarat, India. The role requires a strong focus on customer service, understanding banking products like Trade and Forex, and a self-motivated attitude. The ideal candidate will be driven to achieve results, with the ability to cross-sell products and maintain excellent customer satisfaction. This position offers an opportunity to grow within a dynamic banking environment.

Qualifications

• Good understanding of Trade and Forex and CA.
• Understanding of Commercial Assets like CC, OD, TL, Export Finance.
• Understanding of Mutual Funds and Insurance is an added advantage.

Responsibilities

• Develops new and expands existing High Net worth Customer relationships.
• Ensures high levels of customer service orientation.
• Cross sells existing bank products to customers.
• Plans and conducts special sales initiatives.
• Tracks customer complaints and turnaround times.

Skills

Customer orientation

Trade and Forex knowledge

Understanding of Commercial Assets

High energy and drive

Self-motivated

Go Getter attitude

Job description

Platinum Relationship Manager- Business Banking- Gujarat

Ahmedabad,Rajkot, Himmatnagar, Mehsana, Morbi, Bhavnagar, Jamnagar, India | Posted on 07/29/2025

• City Ahmedabad,Rajkot, Himmatnagar, Mehsana, Morbi, Bhavnagar, Jamnagar
• Country India

Job Description

• Develops new and expands existing High Net worth 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

• 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, 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.