 Develops new and expands existing High Net worth Customer relationships for liabilities by
sourcing customers.
 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 to further expand the banking
 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


Desired Candidate Profile:

 Developing and maintaining banking relationships with a select group of high net worth
customers through individualized customer service.
 Graduate 4 – 6 years of experience
 Post Graduate – 2 -4 years of experience
 Customer orientation
 High energy levels with a motive to succeed

Tagged as: “insurance”, acquisition, burgundy rm, casa, current account, mutual fund, portfolio handling, preferred relationship manager, retails liabilities, saving account, select rm

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