Elite Banker-Business Banking-Outbound_Branch Banking-Relationship Management_Palanpur
Core
Manage and grow relationships with High Net Worth (HNW) clients, acquiring new clients and deepening existing ones with tailored banking solutions.
Role type
Senior IC business banker (relationship management)
Builds
Liabilities and commercial assets for HNW clients
Domain
Banking, trade finance, commercial lending
Deliverable
client delivery
Required skills
relationship management, cross-selling, trade finance knowledge, commercial lending expertise, client engagement planning, compliance adherence
Preferred skills
investment product knowledge, integrated financial solutions design
Responsibilities
Develop and expand relationships with High Net Worth customers for liabilities and commercial assets. Cross-sell a wide range of banking products to deepen client engagement. Plan and execute targeted sales initiatives and client engagement events. Collaborate with group companies to offer integrated financial solutions. Monitor and resolve customer complaints and queries within defined turnaround times (TAT).