Platinum Relationship Manager - Bank

Platinum Relationship Manager

- Develops new and expands existing High Net worth Customer relationships for liabilities (SA 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