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Elevate - Client Relationship Officer

Description
The Job

  • To understand strategy, business and operational plans for Privilege / PRV Select Banking and identified market segments / clients to achieve the targets
  • To ensure adequate efforts in awareness generation/invitation for Privilege / PRV Select Banking
  • To periodically map competitive intensity amongst clients and identified market segments
  • To ensure close monitoring and achievement of business plans relating to Assets, Liabilities and Fee Income across all business lines
  • To ensure special thrust on liability business to enhance CASA ratio and advances-to-deposits ratio
  • To be updated on all applicable policies, procedures and guidelines that would help in fulfilling the business and operations plans
  • To be abreast of the market / economic environment and provide excellent customer service and solutions to existing / new HNWI
  • To provide timely operational services to each client as per policy and regulatory requirements
  • To collaborate with other departments to provide efficient service to clients
  • To maintain zero-tolerance with respect to adherence to the integrated risk management framework
Entry Requirements
The Person

  • Possess around 5 years of banking experience
  • Full / part qualified with a suitable academic or a professional qualification
  • Demonstrate strong relationship management skills
  • Possess strong communication, coordination and negotiation skills
  • Be a target oriented self-starter, exhibiting a high level of initiative
  • Should be a team player who works towards common business goals