Treasure relationship manager

INR 10 M
• Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist
with clients.
• Ensure complete knowledge of all products & services through continuous skill and knowledge
improvement.
• Resolve customer queries and complaints within the agreed TAT as per the Bank customer service
policy.
• Provide feedback on market, competition and products, suggest innovations & ideas for
continuous product and service improvements.
• Keep attuned to the current economic and financial markets to be current and proficient to
ensure effective engagement with the elite segment of Treasures customers.
• Coordinate and work closely with CBG Relationship Manager peer groups and colleagues, Service
teams, Product specialist at branches to ensure that team objectives are met through an
environment that nurtures harmony and collaboration through team work
• Work closely with the Line Manager and City / Cluster Head to ens...