Elite Banker-Household-Outbound_Branch Banking-Relationship Management_Meerut
Core
Manage and grow relationships with High Net Worth (HNW) clients by offering tailored banking solutions across liabilities and commercial assets.
Role type
Senior IC relationship banker (HNW)
Builds
Integrated financial solutions for HNW individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
trade finance, commercial lending, investment products, relationship management, cross-selling, client education, event management, compliance adherence
Preferred skills
strategic thinking, coordination across teams
Responsibilities
Acquire and expand relationships with HNW individuals; Deliver superior customer service while ensuring adherence to bank policies; Cross-sell banking products and services; Educate clients about new products; Organize and lead targeted sales initiatives; Collaborate with other group companies to offer integrated solutions; Maintain comprehensive records of client interactions; Monitor and resolve customer complaints.