Relationship Manager - HF_HOUSING FINANCE_0412_1461_1094770
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Job Description
Structured overview of role & requirementsAbout This Role
Develop and expand relationships with High Net Worth Customers focusing on liabilities and commercial assets.
Source new customers through individual efforts and acquisition channels while ensuring high customer service and compliance with bank policies.
Manage customer accounts, cross-sell bank products, conduct sales initiatives, and coordinate with group companies for product access.
Minimum Requirements
Graduate with 4-6 years or Post Graduate with 2-4 years of relevant work experience.
Strong understanding of Trade, Forex, Current Account (CA), and Commercial Assets such as Cash Credit (CC), Overdraft (OD), Term Loan (TL), Export Finance.
Not explicitly mentioned in the JD: Notice period or strict location requirements.
Not explicitly mentioned in the JD: Mandatory regulatory constraints or certifications.
Ideal Candidate Profile
Experienced in managing HNI banking relationships with personalized customer service.
Knowledgeable about Trade, Forex, Commercial Assets, and preferably Mutual Funds and Insurance.
Results-oriented with customer focus and high energy to proactively succeed in sales-driven environment.
