Associate Relationship Manager

Job Description

Roles and Responsibilities:

• Build and maintain strong relationships with existing and potential high-net-worth clients.

• Conduct regular client meetings to understand their financial goals and provide customized solutions.

• Analyze clients’ financial portfolios and recommend appropriate banking and investment products.

• Stay updated on market trends and economic conditions to offer informed advice.

• Build awareness of new products and services, and identify customer needs to capitalize on the business referral opportunities

• Collaborating with other team members and support functions to provide products and service offerings to customers

• Identify opportunities for cross-selling and upselling banking products and services.

• Achieve sales targets set by the bank through proactive client engagement.

• Collaborate with internal teams to deliver a seamless banking experience.

Candidates Requirements:

– Graduation is mandatory

– Minimum 2 years of experience in sales or marketing

– CTC: up to 3.50 LPA + Incentives + Other Benefits

Contact Details:

Shrutam P | HR Team

Phone: +91 7021418037