Elite Relationship Manager Job in Skywings Advisors Pvt Ltd
Elite Relationship Manager
- Ahmedabad, Gujarat
- Not Disclosed
- Full-time
1. Nurture relationships with mapped current accounts for investment needs; maintain regular interactions to assess their needs.
2. Responsible for generation of revenues through sale of CA and Third Party Products.
3. Penetration of Business Banking products like CMS/POS/Beat services to CA customers.
4. Develops new and expands existing High Net worth Customer relationships for liabilities andcommercial assets.
5. Cross sells existing bank products to customers.
6. Informs customers of new products or product enhancements to further expand the banking
relationship.
7. Plan and conduct special sales initiatives and events for prospective and existing clients.
8. Coordinates with other group companies to provide seamless access to other products.
9. Tracks customer complaints/queries and turnaround times for customer satisfaction
Minimum 5 Years
2 - 4 Hires
OD, Good Communication & Convincing Skills., Very Good Understanding Of Commercial Assets Like CC, Very Good Understanding Of Trade And Forex & CA., Developing And Maintaining Banking Relationships With A Select Group Of High Net Worth Customers Through Individualized Customer Service., Export Finance
