Պրեմիում հաճախորդների մենեջեր
Core
Manage premium customer portfolios to ensure high-level service, develop long-term relationships, and increase bank revenue by offering tailored banking solutions.
Role type
Senior Relationship Manager (Premium Banking)
Builds
Banking products (deposits, loans, cards, investment products) for high-net-worth individuals
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Portfolio management, financial needs analysis, cross-selling, up-selling, relationship management, sales planning execution, reporting, customer behavior analysis
Preferred skills
Analytical thinking, business process management, organizational skills, leadership
Technologies
CRM systems, reporting tools
Responsibilities
Manage premium customer portfolios, conduct regular meetings and consultations, identify financial needs, sell banking products, ensure portfolio growth, participate in sales plans, prepare performance reports, analyze customer behavior, propose service improvements
Seniority
Mid-Senior, hands-on IC