Preferred Relationship Manager - Bank

Qualification : Graduation / Post Graduation

Job Purpose:

To engage and build up relationship with the priority customers for retention, upsell, cross sell and referrals to achieve overall growth of the portfolio and revenue of the Branch. (Acquire new business for the branch)

Functional Responsibilities:

- Managing the High Net Worth Customers of the Bank

- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

- Profiling Customers and provide financial products to meet customer needs

- Ensuring the highest levels of service to the High Net worth customers providing financial planning and Investment Advise

- Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit cards, Online trading etc.

- One point contact for all requirements of High Net Worth customers in the Branch

- Acquisition and Servicing of High Net Worth customers.