Platinum Banker-Household-Outbound_Branch Banking-Relationship Management_Udaipur

About the role

We are seeking a dynamic and experienced Platinum Banker to manage and grow relationships with High Net Worth (HNW) clients. The role involves deepening existing relationships and acquiring new ones by offering tailored banking solutions across liabilities and commercial assets. The ideal candidate will have strong knowledge of trade finance, commercial lending, and investment products, along with a passion for delivering exceptional customer service.

What you'll do

• Deliver superior customer service while ensuring adherence to bank policies and compliance standards
• Educate clients about new products and enhancements to maximize engagement
• Organize and lead targeted sales initiatives and client engagement events
• Collaborate with other group companies to offer integrated financial solutions
• Maintain comprehensive records of client interactions and relationship history

What you need

• Cross-selling
• Customer service
• Compliance
• Sales