Relationship Manager-LIGHT COMMERCIAL VEHICLE-Business Development
At a glance
Mid-level Account Management role at Hcbt. Chennai · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Open customer and demat accounts while handling grievances and cheque book requests
- Explain product features, sell liability offerings, and advise customers on bank and investment products
- Meet sales goals by expanding relationships into additional products and cross-selling asset products
- Support relationship managers serving HNI customers and help keep customer attrition low
- Bring in new customers through recommendations from existing customers
What you bring
- A graduate qualification and total experience ranging from one to three years
- At least one year of relevant work in financial services or banking
- A balanced service-and-sales approach, with sales strength acceptable when the balance leans that way
- Customer service experience from financial services, mutual funds, or securities firms can qualify when paired with sales ability
Who this fits
You’ll suit a Chennai-based relationship role that combines customer service, financial product advice, acquisition, and sales targets. The work fits someone comfortable supporting HNI relationship managers while growing customer value through referrals and cross-selling.
From the employer
Description for Internal Candidates
To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.
Quality of advice given to customers as determined by customers and supervisor.
Speed and efficiency of service given.
Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value.
Cross-sale of assets products.
Back-up to relationship managers holding HNI relationships.
Ensure low attrition ratios.
Customer acquisition through referrals from existing customers.
Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks.
Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.
Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.
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