Elite Banker-Household-Outbound-Branch Banking-Relationship Management
On-site · Surat, Gujarat, India
Job Summary
Manage and grow relationships with High Net Worth clients, deepening relationships across liabilities and commercial assets; cross-sell a wide range of banking products and services; educate clients about new product enhancements; organize and lead targeted sales initiatives and client engagement events; coordinate with other group companies to offer integrated financial solutions; maintain comprehensive records of client interactions; monitor and resolve customer inquiries with quick turnaround; apply knowledge of trade finance, commercial lending, and investment products to deliver tailored financial solutions while ensuring compliance and exceptional service.
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