Relevant experience in personal banking or relationship management., Strong interpersonal and communication skills., Educational background in finance, banking, or related fields., Ability to build and maintain deep client relationships..
Key responsibilities:
Manage and grow a portfolio of affluent customers.
Serve as the primary contact for client banking needs and solutions.
Collaborate with product teams to offer tailored financial products.
Ensure compliance with banking policies and assist during audits.
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We are looking to hire dynamic, well-rounded personal banking relationship managers for this business vertical. As part of this role, you will –
Age should be max 33yrs
Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service
Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements.
Fully own the book, growth and customer service KPIs for mapped portfolio
Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements
Work with internal teams to drive on-ground innovation and bank's strategic initiatives
Demonstrate a solution-oriented mindset, ensuring seamless onboarding onto Mobile/Net Banking platforms, facilitating Bill Pay services, promoting SIP, Insurance, and Investment solutions, as well as facilitating Retail, SME Loans and other pertinent banking programs
Enforce strict adherence to the bank's policies and regulatory compliance measures
Provide assistance during audits, ensuring conformity to internal and external regulations and guidelines
Required profile
Experience
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.