Platinum Relationship Manager - Business banking - South

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

Job summary

Mintskill HR Solutions LLP in Bengaluru invites applications for a Platinum Relationship Manager in Business Banking (South). You will manage high net worth client relationships focusing on liabilities and commercial assets.

Key tasks include sourcing new customers, cross-selling bank products, handling trade and forex, and coordinating with other units to deliver seamless services. Requires graduate/postgraduate with 6-8 years (or 4-6 PG) experience, strong customer orientation, and high energy

Qualifications

• HNWI relationship management experience is required.
• Strong understanding of Trade and Forex and cash management.
• Knowledge of Commercial Assets (CC, OD, TL, Export Finance).
• Mutual funds and insurance knowledge is a plus.
• Graduate or postgraduate with 6–8 years (or 4–6 PG) experience in banking.

Responsibilities

• Develops and expands High Net Worth customer relationships for liabilities and commercial assets.
• SOURCES new bank customers through external efforts and acquisition channels.
• Cross-sell bank products to existing branch customers.
• Informs customers of new products and enhancements.
• Plans and conducts sales initiatives and events for clients.
• Coordinates with group companies for seamless access to products.
• Maintains complete relationship records for assigned accounts.
• Tracks customer complaints/queries and turnaround times to boost satisfaction.

Skills

Relationship management

Banking products knowledge

Trade finance

Forex

Customer focus

Education

Graduate degree

Postgraduate degree

Job description

Platinum Relationship Manager - Business banking - South

• Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets
  
• Sources new bank customers through external individual efforts and acquisition channel
  
• Ensures high levels of customer service orientation and application of bank policy.
  
• 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.
  
• 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
  
• Excellent understanding of Commercial Assets like CC, OD, TL, Export Finance
  
• Understanding of Mutual Funds and Insurance is an added advantage
  
• Graduate 6 - 8 years of experience
  
• Post Graduate 4 - 6 years of experience
  
• Customer orientation
  
• High energy levels with a motive to succeed