Elite Relationship Manager

Skywings Advisors Private Limited

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 and commercial 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

Job Mandates:

1. Developing and maintaining banking relationships with a select group of high net worth

customers through individualized customer service.

2. Very good understanding of Trade and Forex & CA.

3. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance, etc.

4. Understanding of MF and Insurance an added advantage Customer orientation.

5. Age: Up to 37 Years.

6. Good communication & convincing skills.

2. At-least 5 yrs. exp. in Current Account Book/Portfolio Management.

• Experience

  5 - 6 Years

• No. of Openings

  5

• Education

  Any Bachelor Degree, Any Master Degree

• Role

  Elite Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office